WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 362 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,662,364 | +32.9% | 30,168 | +25.3% | 0.20% | +45.7% |
Q2 2023 | $2,003,920 | +14.2% | 24,071 | -3.0% | 0.14% | +25.0% |
Q1 2023 | $1,754,718 | +6.0% | 24,812 | -3.7% | 0.11% | +4.7% |
Q4 2022 | $1,655,618 | +11.6% | 25,752 | +7.1% | 0.11% | +5.9% |
Q3 2022 | $1,483,000 | +161.1% | 24,038 | +164.0% | 0.10% | +180.6% |
Q2 2022 | $568,000 | +6.4% | 9,104 | +9.1% | 0.04% | +5.9% |
Q1 2022 | $534,000 | +35.9% | 8,348 | +32.9% | 0.03% | +9.7% |
Q4 2021 | $393,000 | +16.6% | 6,281 | +17.6% | 0.03% | +6.9% |
Q3 2021 | $337,000 | +16.2% | 5,342 | +12.6% | 0.03% | +3.6% |
Q2 2021 | $290,000 | +6.6% | 4,746 | +7.0% | 0.03% | 0.0% |
Q1 2021 | $272,000 | +10.6% | 4,435 | -2.9% | 0.03% | -73.6% |
Q4 2019 | $246,000 | -13.4% | 4,569 | -18.8% | 0.11% | -23.7% |
Q3 2019 | $284,000 | -98.5% | 5,626 | -98.5% | 0.14% | -97.9% |
Q2 2019 | $18,834,000 | +0.3% | 386,730 | +4.2% | 6.51% | -23.0% |
Q1 2019 | $18,775,000 | +1.5% | 370,969 | +0.2% | 8.45% | +0.4% |
Q4 2018 | $18,498,000 | -44.5% | 370,106 | -35.6% | 8.42% | -30.9% |
Q3 2018 | $33,324,000 | +9.3% | 575,045 | +1.8% | 12.19% | +4.7% |
Q2 2018 | $30,494,000 | -2.5% | 564,915 | +1.2% | 11.64% | +0.9% |
Q1 2018 | $31,274,000 | +4.6% | 558,361 | +10.8% | 11.53% | +3.2% |
Q4 2017 | $29,892,000 | – | 503,831 | – | 11.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Permanens Capital L.P. | 596,645 | $52,653,921 | 9.00% |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 319,288 | $28,177,166 | 5.96% |
Black Swift Group, LLC | 118,965 | $10,498,661 | 3.43% |
Smart Money Group LLC | 80,483 | $7,102,668 | 3.37% |
Sharper & Granite LLC | 65,120 | $5,746,841 | 3.34% |
Ayalon Insurance Comp Ltd. | 77,787 | $6,865 | 2.90% |
First International Bank & Trust | 84,063 | $7,418,560 | 2.67% |
Adams Wealth Management | 70,308 | $6,204,681 | 2.10% |
MANCHESTER FINANCIAL INC | 75,364 | $6,650,841 | 1.95% |
Bedell Frazier Investment Counselling, LLC | 71,965 | $6,350,912 | 1.90% |