IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 190 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.

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 2023
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