RITHOLTZ WEALTH MANAGEMENT - 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
RITHOLTZ WEALTH MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
45,4010.0%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$6,893,000139,1313.53%
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