Focused Wealth Management, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2016$6,000
+500.0%
136
+946.2%
0.00%
Q2 2016$1,0000.0%130.0%0.00%
-100.0%
Q1 2016$1,0000.0%13
-23.5%
0.00%0.0%
Q4 2015$1,000
-83.3%
17
-85.7%
0.00%
-75.0%
Q3 2015$6,000
-95.9%
119
-96.0%
0.00%
-96.2%
Q4 2014$148,000
-39.1%
3,009
-35.2%
0.10%
-43.5%
Q3 2014$243,000
-2.4%
4,645
-7.9%
0.19%
-4.6%
Q2 2014$249,000
-5.0%
5,045
-8.9%
0.20%
-11.0%
Q1 2014$262,000
-6.8%
5,536
+0.3%
0.22%
-6.8%
Q4 2013$281,000
+83.7%
5,520
+72.5%
0.24%
+61.0%
Q3 2013$153,0003,2000.15%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders