Bogart Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 253 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$9,590
+4.0%
850.0%0.00%
Q1 2024$9,223
+23.3%
850.0%0.00%
Q4 2023$7,478
-0.3%
850.0%0.00%
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 Q4 2023
NameSharesValueWeighting ↓
Investure, LLC 2,102,603$91,905,00022.61%
Permanens Capital L.P. 681,471$29,787,00015.41%
Signature Financial Management, Inc. 495,368$21,652,00010.55%
SIGNATUREFD, LLC 1,331,577$58,203,0009.92%
Hatteras Investment Partners, LP 77,319$3,380,0009.23%
LVW Advisors, LLC 639,792$27,967,0008.94%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 217,086$9,489,0008.92%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 293,287$12,820,0008.81%
Vontobel Swiss Wealth Advisors AG 371,207$16,225,0008.63%
Bellecapital International Ltd. 144,306$6,308,0008.44%
View complete list of WISDOMTREE TR shareholders