Bogart Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 337 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,501
+6.0%
850.0%0.00%
Q2 2023$7,076
+17.7%
850.0%0.00%
Q1 2023$6,011
+10.0%
850.0%0.00%
Q4 2022$5,465
+9.3%
850.0%0.00%
Q3 2022$5,0000.0%850.0%0.00%
Q2 2022$5,0000.0%85
+3.7%
0.00%
-100.0%
Q3 2018$5,000
-28.6%
82
-39.7%
0.00%
-25.0%
Q2 2018$7,000
-12.5%
1360.0%0.00%
-20.0%
Q1 2018$8,0000.0%1360.0%0.01%0.0%
Q4 2017$8,000
+14.3%
1360.0%0.01%0.0%
Q3 2017$7,0001360.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders