Avior Wealth Management, LLC - 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
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 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