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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,989,286 | +5.1% | 22,541 | -0.8% | 0.09% | +4.7% |
Q2 2023 | $1,892,562 | +9.5% | 22,733 | -7.0% | 0.08% | -1.2% |
Q1 2023 | $1,728,538 | -3.2% | 24,442 | -12.0% | 0.09% | -14.0% |
Q4 2022 | $1,785,526 | -26.7% | 27,773 | -29.7% | 0.10% | -22.5% |
Q3 2022 | $2,436,000 | -11.1% | 39,491 | -10.1% | 0.13% | -25.4% |
Q2 2022 | $2,741,000 | -5.2% | 43,905 | -2.7% | 0.17% | -11.3% |
Q1 2022 | $2,890,000 | +1.8% | 45,146 | -0.6% | 0.20% | +10.8% |
Q4 2021 | $2,839,000 | -1.0% | 45,401 | 0.0% | 0.18% | -11.6% |
Q3 2021 | $2,868,000 | +0.9% | 45,401 | -2.6% | 0.20% | -2.9% |
Q2 2021 | $2,843,000 | -1.6% | 46,594 | -1.1% | 0.20% | -14.6% |
Q1 2021 | $2,888,000 | +8.6% | 47,089 | -3.6% | 0.24% | -5.5% |
Q4 2020 | $2,659,000 | +9.3% | 48,859 | -1.6% | 0.25% | -7.0% |
Q3 2020 | $2,432,000 | -19.8% | 49,639 | -23.0% | 0.27% | -30.0% |
Q2 2020 | $3,031,000 | -80.8% | 64,457 | -82.8% | 0.39% | -84.6% |
Q1 2020 | $15,811,000 | -14.9% | 375,122 | +8.6% | 2.53% | -6.5% |
Q4 2019 | $18,572,000 | +9.7% | 345,335 | +2.9% | 2.71% | -1.5% |
Q3 2019 | $16,931,000 | +8.5% | 335,539 | +4.7% | 2.75% | +3.2% |
Q2 2019 | $15,606,000 | +5.8% | 320,446 | +10.0% | 2.66% | -1.3% |
Q1 2019 | $14,745,000 | +69.7% | 291,336 | +55.6% | 2.70% | +37.2% |
Q4 2018 | $8,687,000 | -39.5% | 187,251 | -24.4% | 1.97% | -45.8% |
Q3 2018 | $14,347,000 | +11.0% | 247,581 | +3.4% | 3.63% | +3.4% |
Q2 2018 | $12,925,000 | +1.0% | 239,443 | +4.7% | 3.51% | -4.0% |
Q1 2018 | $12,803,000 | +2.9% | 228,589 | +9.0% | 3.66% | -0.8% |
Q4 2017 | $12,440,000 | +15.5% | 209,667 | +6.5% | 3.69% | -8.5% |
Q3 2017 | $10,769,000 | +12.4% | 196,869 | +6.9% | 4.03% | +0.2% |
Q2 2017 | $9,577,000 | +38.9% | 184,170 | +32.4% | 4.02% | +13.9% |
Q4 2016 | $6,893,000 | – | 139,131 | – | 3.53% | – |
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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% |