Capital Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 344 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 1.5%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$207,000
-85.7%
3,367
-87.5%
0.01%
-88.6%
Q4 2019$1,447,000
-12.8%
26,912
-18.2%
0.07%
-19.5%
Q3 2019$1,660,000
-6.7%
32,893
-10.0%
0.09%
-11.2%
Q2 2019$1,779,000
-7.3%
36,532
-3.7%
0.10%
-12.5%
Q1 2019$1,919,000
+7.6%
37,922
-1.3%
0.11%
-5.9%
Q4 2018$1,783,000
-21.8%
38,427
-2.3%
0.12%
-11.2%
Q3 2018$2,280,000
+2.2%
39,351
-4.8%
0.13%
-3.6%
Q2 2018$2,230,000
-7.3%
41,316
-3.8%
0.14%
-11.5%
Q1 2018$2,406,000
-12.1%
42,953
-6.9%
0.16%
-12.3%
Q4 2017$2,738,000
+4.5%
46,156
-3.6%
0.18%
-0.6%
Q3 2017$2,620,000
-0.1%
47,893
-5.0%
0.18%
-4.3%
Q2 2017$2,623,000
-0.6%
50,435
-3.3%
0.19%
-6.0%
Q1 2017$2,640,000
-11.9%
52,146
-13.7%
0.20%
-20.9%
Q4 2016$2,995,000
-11.2%
60,454
-23.0%
0.25%
-14.8%
Q3 2016$3,371,000
-6.0%
78,555
-15.0%
0.30%
-11.6%
Q2 2016$3,585,000
-35.6%
92,436
-27.4%
0.34%
-38.7%
Q1 2016$5,565,000
-25.7%
127,306
-14.9%
0.55%
-28.9%
Q4 2015$7,489,000
+13.4%
149,537
+10.2%
0.77%
+4.2%
Q3 2015$6,602,000
+13.0%
135,676
+32.8%
0.74%
+17.6%
Q2 2015$5,844,000
+39.7%
102,173
+34.7%
0.63%
+42.3%
Q1 2015$4,182,000
+14.7%
75,879
+2.5%
0.44%
+9.7%
Q4 2014$3,645,000
+11.8%
74,042
+18.9%
0.40%
+8.0%
Q3 2014$3,259,000
+17.3%
62,281
+10.7%
0.37%
+17.3%
Q2 2014$2,778,000
-99.9%
56,281
-2.0%
0.32%
-7.0%
Q1 2014$2,719,528,000
+93612.2%
57,447
+0.7%
0.34%
-11.2%
Q4 2013$2,902,00057,0740.38%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders