Whitegate Investment Counselors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 191 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 23.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$2,216,000
+3.5%
35,0920.0%0.31%
+3.6%
Q2 2021$2,141,000
-1.0%
35,092
-0.4%
0.30%
-8.2%
Q1 2021$2,162,000
+11.6%
35,242
-1.0%
0.33%
+5.1%
Q4 2020$1,937,000
+8.5%
35,592
-2.3%
0.31%
-3.7%
Q3 2020$1,786,000
-0.1%
36,442
-4.1%
0.33%
-8.7%
Q2 2020$1,787,000
+9.2%
38,007
-2.1%
0.36%
-10.1%
Q1 2020$1,636,000
-30.0%
38,807
-10.7%
0.40%
-6.4%
Q4 2019$2,337,000
+4.9%
43,457
-1.6%
0.42%
-3.0%
Q3 2019$2,228,000
-3.1%
44,157
-6.5%
0.44%
-5.4%
Q2 2019$2,299,000
-8.3%
47,212
-4.7%
0.46%
-11.0%
Q1 2019$2,507,000
+9.5%
49,537
+0.4%
0.52%
-1.9%
Q4 2018$2,289,000
-25.1%
49,337
-6.4%
0.53%
-15.1%
Q3 2018$3,055,000
+3.2%
52,712
-3.9%
0.62%
+3.0%
Q2 2018$2,961,000
-4.8%
54,847
-1.3%
0.60%
-8.7%
Q1 2018$3,111,000
-4.6%
55,547
+1.0%
0.66%
-2.6%
Q4 2017$3,262,000
+13.2%
54,986
+4.4%
0.68%
+7.1%
Q3 2017$2,882,000
+24.9%
52,686
+18.7%
0.64%
+21.8%
Q2 2017$2,308,00044,3860.52%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders