Intercontinental Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJS and the CUSIP is 97717W521. A total of 23 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$729,865
+9.9%
13,6730.0%0.17%
+2.4%
Q1 2023$664,234
+9.7%
13,6730.0%0.17%
-5.6%
Q4 2022$605,304
+0.4%
13,6730.0%0.18%
-4.8%
Q3 2022$603,000
-0.7%
13,673
-4.2%
0.19%
+15.2%
Q2 2022$607,000
+1.2%
14,2750.0%0.16%
+19.7%
Q1 2022$600,000
-4.5%
14,275
-1.6%
0.14%
+3.8%
Q4 2021$628,000
-4.7%
14,5080.0%0.13%
-14.3%
Q3 2021$659,000
+4.4%
14,5080.0%0.15%
+23.2%
Q2 2021$631,000
-6.4%
14,508
-3.3%
0.12%
-15.0%
Q1 2021$674,000
+12.5%
15,0080.0%0.15%
+2.1%
Q4 2020$599,000
+1.5%
15,0080.0%0.14%
-16.8%
Q3 2020$590,000
+20.7%
15,008
+12.6%
0.17%
+8.8%
Q2 2020$489,000
+21.9%
13,323
+10.8%
0.16%
-25.0%
Q1 2020$401,000
+671.2%
12,023
+875.1%
0.21%
+393.0%
Q4 2019$52,000
-18.8%
1,233
-23.8%
0.04%
+10.3%
Q3 2019$64,000
+4.9%
1,6180.0%0.04%
+21.9%
Q2 2019$61,000
-4.7%
1,6180.0%0.03%0.0%
Q1 2019$64,000
+6.7%
1,6180.0%0.03%
-3.0%
Q4 2018$60,0001,6180.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hillview Capital Advisors, LLC 16,086$502,0006.54%
Bellecapital International Ltd. 41,375$1,290,0001.72%
NOTTINGHAM ADVISORS, INC. 233,747$7,951,0001.48%
HAMEL ASSOCIATES, INC. 6,950$217,0000.12%
JANE STREET GROUP, LLC 263,161$8,208,0000.05%
Stanford Investment Group, Inc. 2,390$75,0000.04%
OLD MISSION CAPITAL LLC 8,822$275,0000.03%
OPPENHEIMER & CO INC 26,451$825,0000.02%
Balentine LLC 1,698$53,0000.01%
Harel Insurance Investments & Financial Services Ltd. 3,160$99,0000.01%
View complete list of WISDOMTREE TR shareholders