AllSquare Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 198 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 3.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,118
+15.0%
240.0%0.00%0.0%
Q2 2023$1,841
+8.5%
240.0%0.00%0.0%
Q1 2023$1,697
+10.0%
240.0%0.00%0.0%
Q4 2022$1,543
+54.3%
240.0%0.00%0.0%
Q3 2022$1,0000.0%240.0%0.00%0.0%
Q2 2022$1,000
-50.0%
240.0%0.00%0.0%
Q1 2022$2,0000.0%240.0%0.00%0.0%
Q4 2021$2,0000.0%240.0%0.00%0.0%
Q3 2021$2,000
+100.0%
240.0%0.00%0.0%
Q2 2021$1,0000.0%240.0%0.00%0.0%
Q1 2021$1,0000.0%240.0%0.00%0.0%
Q4 2020$1,0000.0%240.0%0.00%0.0%
Q3 2020$1,0000.0%240.0%0.00%0.0%
Q2 2020$1,0000.0%240.0%0.00%0.0%
Q1 2020$1,0000.0%240.0%0.00%0.0%
Q4 2019$1,0000.0%240.0%0.00%0.0%
Q3 2019$1,0000.0%240.0%0.00%0.0%
Q2 2019$1,0000.0%240.0%0.00%0.0%
Q1 2019$1,0000.0%240.0%0.00%0.0%
Q4 2018$1,0000.0%240.0%0.00%0.0%
Q3 2018$1,0000.0%240.0%0.00%0.0%
Q2 2018$1,0000.0%240.0%0.00%0.0%
Q1 2018$1,0000.0%240.0%0.00%0.0%
Q4 2017$1,0000.0%240.0%0.00%0.0%
Q3 2017$1,0000.0%240.0%0.00%0.0%
Q2 2017$1,0000.0%240.0%0.00%0.0%
Q1 2017$1,0000.0%240.0%0.00%0.0%
Q4 2016$1,000240.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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