Castleview Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 204 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.2%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,589
+6.0%
520.0%0.00%0.0%
Q2 2023$4,329
+17.7%
520.0%0.00%
+33.3%
Q1 2023$3,677
+10.0%
520.0%0.00%0.0%
Q4 2022$3,343
+11.4%
520.0%0.00%0.0%
Q3 2022$3,000
-98.7%
52
+550.0%
0.00%
Q2 2022$229,000
+7533.3%
8
-84.6%
0.00%
-100.0%
Q1 2022$3,000
-94.2%
52
-98.4%
0.00%
Q4 2021$52,000
+1633.3%
3,252
+6153.8%
0.00%
-100.0%
Q2 2021$3,000520.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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