Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 182 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$3,0000.0%510.0%0.00%0.0%
Q1 2022$3,0000.0%510.0%0.00%
Q4 2021$3,0000.0%510.0%0.00%
-100.0%
Q3 2021$3,0000.0%510.0%0.00%0.0%
Q2 2021$3,0000.0%510.0%0.00%0.0%
Q1 2021$3,0000.0%510.0%0.00%0.0%
Q4 2020$3,000
+50.0%
510.0%0.00%0.0%
Q3 2020$2,0000.0%510.0%0.00%0.0%
Q2 2020$2,000
-80.0%
51
-78.2%
0.00%
-80.0%
Q1 2020$10,000
-28.6%
234
-13.0%
0.01%0.0%
Q4 2019$14,000
+40.0%
269
+31.2%
0.01%
+25.0%
Q3 2019$10,000
+11.1%
205
+9.0%
0.00%0.0%
Q2 2019$9,000
+12.5%
188
+20.5%
0.00%0.0%
Q1 2019$8,000
+33.3%
156
+23.8%
0.00%0.0%
Q4 2018$6,000
-45.5%
126
-30.8%
0.00%
-42.9%
Q3 2018$11,000
+266.7%
182
+230.9%
0.01%
+250.0%
Q1 2018$3,0000.0%550.0%0.00%0.0%
Q4 2017$3,0000.0%550.0%0.00%
-33.3%
Q3 2017$3,0000.0%550.0%0.00%0.0%
Q2 2017$3,000
+50.0%
55
+31.0%
0.00%
+50.0%
Q1 2017$2,000
-60.0%
42
-58.4%
0.00%
-71.4%
Q4 2016$5,0001010.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders