Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 270 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,050,000
+9.7%
19,527
+3.0%
0.09%
-17.6%
Q3 2019$957,000
-2.1%
18,961
-5.6%
0.11%
-15.6%
Q2 2019$978,000
-4.6%
20,081
-0.9%
0.13%
-26.4%
Q1 2019$1,025,000
+9.6%
20,258
+0.5%
0.17%
-31.5%
Q4 2018$935,000
-28.4%
20,148
-9.4%
0.25%
-35.5%
Q3 2018$1,305,000
+15.8%
22,237
+5.2%
0.39%
+2.3%
Q2 2018$1,127,000
+5.6%
21,147
+8.6%
0.38%
-10.0%
Q1 2018$1,067,000
+6.8%
19,480
+20.9%
0.43%
+0.2%
Q4 2017$999,00016,1160.43%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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