LAKE STREET ADVISORS GROUP, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 191 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 23.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,625,000
+103016.4%
63,744
-2.7%
0.33%
+11.0%
Q2 2023$5,455
+15.1%
65,530
-2.2%
0.30%
+2.7%
Q1 2023$4,741
+8.5%
67,033
-1.3%
0.29%
+1.7%
Q4 2022$4,368
-99.9%
67,938
+1.6%
0.29%
-3.7%
Q3 2022$4,123,000
-1.0%
66,845
+0.2%
0.30%
+0.7%
Q2 2022$4,164,000
-1.3%
66,705
+1.2%
0.30%
+10.4%
Q1 2022$4,220,000
+2.4%
65,9170.0%0.27%
+3.5%
Q4 2021$4,122,00065,9170.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders