Cetera Investment Advisers - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cetera Investment Advisers ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,883,183
+21.2%
21,339
+14.3%
0.02%
+23.1%
Q2 2023$1,554,120
+526.0%
18,668
+431.9%
0.01%
+550.0%
Q1 2023$248,249
+6.0%
3,510
-3.6%
0.00%0.0%
Q4 2022$234,135
-8.2%
3,642
-10.8%
0.00%
-50.0%
Q2 2022$255,000
-2.3%
4,083
+0.1%
0.00%0.0%
Q1 2022$261,000
-9.7%
4,077
-11.8%
0.00%0.0%
Q4 2021$289,000
+10.3%
4,624
+11.4%
0.00%0.0%
Q3 2021$262,000
+13.4%
4,150
+9.5%
0.00%0.0%
Q2 2021$231,000
-12.2%
3,791
-11.5%
0.00%
-20.0%
Q1 2021$263,000
+5.2%
4,282
-6.7%
0.01%0.0%
Q4 2020$250,000
-30.0%
4,589
-24.8%
0.01%
-90.2%
Q3 2018$357,000
+17.0%
6,103
+7.2%
0.05%
-5.6%
Q2 2018$305,000
-4.4%
5,695
-0.0%
0.05%
-10.0%
Q1 2018$319,000
-6.2%
5,6960.0%0.06%
-3.2%
Q4 2017$340,000
+11.1%
5,696
+0.4%
0.06%
-8.8%
Q3 2017$306,000
+5.5%
5,672
+0.6%
0.07%
-4.2%
Q2 2017$290,000
+1.4%
5,639
-0.6%
0.07%
-10.1%
Q1 2017$286,000
+3.2%
5,674
+2.3%
0.08%
-14.1%
Q4 2016$277,000
+15.9%
5,549
-0.3%
0.09%
-10.7%
Q3 2016$239,0005,5650.10%
Other shareholders
WISDOMTREE TR shareholders Q3 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