Bogart Wealth, LLC - 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
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 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