Lumbard & Kellner, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 189 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lumbard & Kellner, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$282,930
+6.0%
3,2060.0%0.19%
+26.2%
Q2 2023$266,900
+17.7%
3,2060.0%0.15%
+30.7%
Q1 2023$226,728
+10.0%
3,2060.0%0.11%
+12.9%
Q4 2022$206,114
+3.1%
3,2060.0%0.10%
-1.0%
Q2 2022$200,000
-2.4%
3,2060.0%0.10%
+27.5%
Q1 2022$205,000
+2.5%
3,2060.0%0.08%
+6.7%
Q4 2021$200,000
-1.0%
3,2060.0%0.08%
-5.1%
Q3 2021$202,0003,2060.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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