Intercontinental Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 238 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 1.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$1,348,067
+17.2%
16,193
-0.4%
0.32%
+9.5%
Q1 2023$1,150,190
+0.0%
16,264
-9.1%
0.29%
-14.0%
Q4 2022$1,149,698
+3.2%
17,883
-1.0%
0.34%
-2.3%
Q3 2022$1,114,000
-1.2%
18,0670.0%0.35%
+14.4%
Q2 2022$1,128,000
-2.5%
18,0670.0%0.31%
+16.3%
Q1 2022$1,157,000
-0.5%
18,067
-2.8%
0.26%
+7.3%
Q4 2021$1,163,000
-1.3%
18,593
-0.3%
0.24%
-10.9%
Q3 2021$1,178,000
+3.4%
18,6580.0%0.28%
+21.7%
Q2 2021$1,139,000
-1.2%
18,658
-0.7%
0.23%
-10.0%
Q1 2021$1,153,000
-27.3%
18,796
-35.5%
0.25%
-34.1%
Q4 2020$1,585,000
+5.5%
29,126
-5.0%
0.38%
-13.4%
Q3 2020$1,502,000
+3.8%
30,654
-0.4%
0.44%
-6.4%
Q2 2020$1,447,000
+15.1%
30,782
+3.2%
0.47%
-29.2%
Q1 2020$1,257,000
+16.7%
29,814
+49.8%
0.66%
-26.1%
Q4 2019$1,077,000
-37.2%
19,901
-41.5%
0.90%
-14.9%
Q3 2019$1,716,000
-59.0%
34,014
-60.4%
1.06%
-51.2%
Q2 2019$4,184,000
-25.3%
85,919
-22.4%
2.16%
-22.2%
Q1 2019$5,602,000
+1.5%
110,680
-7.0%
2.78%
-9.8%
Q4 2018$5,519,000
-22.9%
118,968
-3.7%
3.08%
-14.2%
Q3 2018$7,161,000
+9.1%
123,573
+1.6%
3.59%
-1.6%
Q2 2018$6,565,000
-20.0%
121,627
-17.0%
3.65%
-23.3%
Q1 2018$8,209,000
-3.9%
146,562
+1.8%
4.76%
-0.6%
Q4 2017$8,540,000
+13.4%
143,940
+4.5%
4.79%
+4.0%
Q3 2017$7,534,000
+10.2%
137,732
+4.8%
4.60%
+4.7%
Q2 2017$6,836,000
+79.0%
131,467
+74.2%
4.39%
+91.8%
Q1 2017$3,820,000
+11.1%
75,464
+8.7%
2.29%
+3.2%
Q4 2016$3,439,000
+37.5%
69,415
+19.0%
2.22%
+24.5%
Q3 2016$2,502,000
+17.6%
58,309
+6.3%
1.78%
+13.7%
Q2 2016$2,128,000
+2.5%
54,861
+15.5%
1.57%
+0.3%
Q1 2016$2,077,000
+4.9%
47,518
+20.2%
1.56%
+15.0%
Q4 2015$1,980,00039,5411.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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