WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 231 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $721,792 | -2.7% | 8,154 | -3.0% | 0.20% | -10.8% |
Q3 2023 | $741,653 | +5.1% | 8,404 | 0.0% | 0.22% | +6.7% |
Q2 2023 | $705,936 | +16.8% | 8,404 | -1.6% | 0.21% | +13.7% |
Q1 2023 | $604,232 | +9.7% | 8,544 | 0.0% | 0.18% | -1.1% |
Q4 2022 | $550,832 | +0.3% | 8,544 | -1.7% | 0.18% | -2.6% |
Q3 2022 | $549,000 | -0.4% | 8,694 | -1.4% | 0.19% | +5.6% |
Q2 2022 | $551,000 | -1.3% | 8,819 | +1.1% | 0.18% | +17.6% |
Q1 2022 | $558,000 | +2.4% | 8,719 | 0.0% | 0.15% | +14.2% |
Q4 2021 | $545,000 | -1.1% | 8,719 | 0.0% | 0.13% | -7.6% |
Q3 2021 | $551,000 | -2.1% | 8,719 | -5.5% | 0.14% | -4.0% |
Q2 2021 | $563,000 | -5.1% | 9,224 | -4.7% | 0.15% | -13.7% |
Q1 2021 | $593,000 | +59200.0% | 9,674 | -4.4% | 0.18% | -64.9% |
Q4 2020 | $1,000 | -99.8% | 10,124 | 0.0% | 0.50% | +175.1% |
Q3 2020 | $496,000 | +1.0% | 10,124 | -3.1% | 0.18% | -9.0% |
Q2 2020 | $491,000 | +10.3% | 10,449 | -0.9% | 0.20% | -11.9% |
Q1 2020 | $445,000 | -25.5% | 10,549 | -5.0% | 0.23% | -1.3% |
Q4 2019 | $597,000 | +3.1% | 11,099 | -3.3% | 0.23% | -6.5% |
Q3 2019 | $579,000 | +3.6% | 11,474 | 0.0% | 0.24% | +2.1% |
Q2 2019 | $559,000 | -4.1% | 11,474 | -0.4% | 0.24% | -6.6% |
Q1 2019 | $583,000 | +9.0% | 11,524 | 0.0% | 0.26% | -3.4% |
Q4 2018 | $535,000 | -15.2% | 11,524 | -2.7% | 0.27% | -1.5% |
Q2 2018 | $631,000 | -7.6% | 11,849 | -2.9% | 0.27% | -7.2% |
Q1 2018 | $683,000 | -12.1% | 12,199 | -6.9% | 0.29% | -9.9% |
Q4 2017 | $777,000 | +3.5% | 13,099 | -4.6% | 0.32% | -1.2% |
Q3 2017 | $751,000 | +3.7% | 13,724 | -1.4% | 0.33% | -9.2% |
Q2 2017 | $724,000 | -99.9% | 13,924 | -1.8% | 0.36% | +10.1% |
Q1 2017 | $717,488,000 | +182003.6% | 14,174 | +39.4% | 0.33% | +48.0% |
Q2 2016 | $394,000 | -42.0% | 10,170 | -34.5% | 0.22% | -42.7% |
Q1 2016 | $679,000 | +23.5% | 15,530 | +41.3% | 0.39% | +29.1% |
Q4 2015 | $550,000 | +70.8% | 10,990 | +73.5% | 0.30% | +5.3% |
Q4 2013 | $322,000 | +5.9% | 6,335 | 0.0% | 0.28% | -14.5% |
Q3 2013 | $304,000 | +7.4% | 6,335 | +2.0% | 0.33% | -7.0% |
Q2 2013 | $283,000 | – | 6,210 | – | 0.36% | – |
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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% |