Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 231 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,560
+6.0%
970.0%0.00%0.0%
Q2 2023$8,075
+17.7%
970.0%0.00%
Q1 2023$6,859
+10.0%
970.0%0.00%
Q4 2022$6,236
+24.7%
970.0%0.00%
Q3 2022$5,000970.00%
Q3 2016$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2016$32,000
+88.2%
756
+100.0%
0.01%
-12.5%
Q1 2016$17,000
+1600.0%
378
+1300.0%
0.01%
+700.0%
Q4 2015$1,000270.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders