Wealthcare Advisory Partners LLC - 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
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$635,124
+32.0%
7,197
+24.5%
0.03%
+31.8%
Q2 2023$481,232
+42.1%
5,781
+20.7%
0.02%
+46.7%
Q1 2023$338,616
+13.6%
4,788
+3.3%
0.02%
+7.1%
Q4 2022$298,111
+4158.7%
4,637
+3796.6%
0.01%
+1300.0%
Q1 2021$7,000
-58.8%
119
-71.2%
0.00%
-50.0%
Q1 2020$17,000
-22.7%
4130.0%0.00%
-33.3%
Q4 2019$22,000
+4.8%
4130.0%0.00%0.0%
Q3 2019$21,000
-19.2%
413
-21.5%
0.00%
-25.0%
Q2 2019$26,000
+23.8%
526
+27.4%
0.00%0.0%
Q1 2019$21,0000.0%413
-6.8%
0.00%0.0%
Q4 2018$21,000
-19.2%
4430.0%0.00%
-20.0%
Q3 2018$26,000
+8.3%
4430.0%0.01%0.0%
Q2 2018$24,000
+33.3%
443
+39.7%
0.01%
+25.0%
Q1 2018$18,000
-33.3%
317
-31.5%
0.00%
-42.9%
Q4 2017$27,000
+8.0%
4630.0%0.01%0.0%
Q3 2017$25,0004630.01%
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