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$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders