Lumbard & Kellner, 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
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 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