IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 200 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$16,215
-1.9%
184
-22.0%
0.00%
Q2 2023$16,521
+86.6%
236
+62.8%
0.00%
Q1 2023$8,854
+147466.7%
145
+40.8%
0.00%
Q4 2022$6
-99.9%
103
-11.2%
0.00%
Q3 2022$6,0000.0%1160.0%0.00%
Q2 2022$6,000
-50.0%
116
-46.8%
0.00%
Q1 2022$12,0002180.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$0
-100.0%
0
-100.0%
0.00%
Q3 2020$4,000
-50.0%
78
-52.7%
0.00%
-100.0%
Q2 2020$8,000
-42.9%
165
-47.3%
0.00%0.0%
Q1 2020$14,000
-26.3%
313
-10.8%
0.00%0.0%
Q4 2019$19,000
+533.3%
351
+538.2%
0.00%
Q3 2019$3,000
-94.6%
55
-94.9%
0.00%
-100.0%
Q1 2019$56,000
+51.4%
1,087
+39.2%
0.01%
+300.0%
Q4 2018$37,0000.0%781
+22.6%
0.00%0.0%
Q3 2018$37,000
-66.4%
637
-68.6%
0.00%
-60.0%
Q2 2018$110,000
-66.3%
2,031
-63.0%
0.01%
-66.7%
Q1 2018$326,0000.0%5,4960.0%0.02%0.0%
Q4 2017$326,000
+52.3%
5,496
+40.4%
0.02%
+87.5%
Q3 2017$214,000
-23.0%
3,915
-26.7%
0.01%
-33.3%
Q2 2017$278,000
+5.3%
5,344
+2.4%
0.01%
+9.1%
Q1 2017$264,000
-15.7%
5,217
-17.4%
0.01%
-26.7%
Q4 2016$313,000
-13.3%
6,318
-24.8%
0.02%
-21.1%
Q3 2016$361,000
+92.0%
8,404
+73.2%
0.02%
+90.0%
Q2 2016$188,000
+235.7%
4,853
+346.5%
0.01%
+25.0%
Q1 2016$56,000
-91.4%
1,087
-91.7%
0.01%
-81.8%
Q4 2015$652,00013,0220.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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