Lumbard & Kellner, 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
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 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