WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,869,125 | -31.9% | 100,500 | -35.7% | 1.72% | -24.9% |
| Q2 2023 | $13,019,967 | +9.7% | 156,396 | -6.8% | 2.29% | -2.3% |
| Q1 2023 | $11,872,829 | +13.1% | 167,885 | +2.8% | 2.34% | +4.6% |
| Q4 2022 | $10,496,436 | +10.9% | 163,267 | +6.4% | 2.24% | +21.0% |
| Q3 2022 | $9,467,000 | +257.8% | 153,483 | +213.7% | 1.85% | +165.0% |
| Q3 2018 | $2,646,000 | +1776.6% | 48,932 | +1776.2% | 0.70% | +1007.9% |
| Q2 2018 | $141,000 | -44.9% | 2,608 | -42.8% | 0.06% | -35.7% |
| Q1 2018 | $256,000 | -34.7% | 4,562 | -30.9% | 0.10% | -36.8% |
| Q4 2017 | $392,000 | +15.0% | 6,604 | +6.0% | 0.16% | -6.1% |
| Q3 2017 | $341,000 | -54.4% | 6,229 | -56.6% | 0.16% | -60.5% |
| Q2 2017 | $747,000 | +26.0% | 14,362 | +22.6% | 0.42% | -5.9% |
| Q1 2017 | $593,000 | +58.6% | 11,714 | +55.3% | 0.44% | +42.3% |
| Q4 2016 | $374,000 | – | 7,545 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 523,000 | $25,815,000 | 29.85% |
| Investure, LLC | 2,102,603 | $103,784,000 | 20.46% |
| Permanens Capital L.P. | 249,701 | $12,325,000 | 13.95% |
| Spruce Investment Advisors LLC | 919,026 | $45,363,000 | 13.79% |
| Main Management LLC | 1,039,757 | $51,322,000 | 11.26% |
| JABODON PT CO | 106,152 | $5,240,000 | 9.41% |
| Constellation Wealth Advisors, LLC | 1,674,622 | $82,659,000 | 9.28% |
| TIEDEMANN TRUST CO | 1,820,563 | $89,858,000 | 8.67% |
| Pictet North America Advisors SA | 537,983 | $26,555,000 | 6.84% |
| XPONANCE, INC. | 278,283 | $13,735,000 | 5.85% |