Venturi Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 313 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$505,000
-70.3%
8,600
-73.7%
0.09%
-77.0%
Q2 2017$1,702,000
+79.0%
32,725
+65.4%
0.39%
+75.9%
Q1 2017$951,000
+99.8%
19,785
+106.1%
0.22%
+64.2%
Q4 2016$476,000
+22.4%
9,600
+23.5%
0.13%
-24.3%
Q4 2015$389,0007,7710.18%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Marketfield Asset Management LLC 99,587$6,290,0004.98%
AVALON CAPITAL MANAGEMENT 139,949$8,839,0004.96%
Permanens Capital L.P. 416,541$26,309,0004.77%
Kemnay Advisory Services Inc. 368,268$23,260,0003.05%
Edmonds Duncan Registered Investment Advisors, LLC 127,631$8,061,0002.45%
Windsor Creek Advisors, LLC 134,781$8,513,0002.44%
ELEMENT POINTE ADVISORS, LLC 94,451$5,966,0002.01%
Ayalon Insurance Comp Ltd. 52,693$3,307,0001.19%
South Shore Capital Advisors 10,060$635,0001.15%
Private Portfolio Partners LLC 62,768$3,964,4341.13%
View complete list of WISDOMTREE TR shareholders