Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 271 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
Q2 2024$1,758,638
+10.9%
15,588
+6.7%
0.02%
+4.3%
Q1 2024$1,585,664
+51.0%
14,614
-25.2%
0.02%
-74.2%
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 ↓
Marketfield Asset Management LLC 99,587$6,290,0004.98%
AVALON CAPITAL MANAGEMENT 139,949$8,839,0004.96%
Permanens Capital L.P. 416,541$26,309,0004.77%
Kemnay Advisory Services Inc. 368,268$23,260,0003.05%
Edmonds Duncan Registered Investment Advisors, LLC 127,631$8,061,0002.45%
Windsor Creek Advisors, LLC 134,781$8,513,0002.44%
ELEMENT POINTE ADVISORS, LLC 94,451$5,966,0002.01%
Ayalon Insurance Comp Ltd. 52,693$3,307,0001.19%
South Shore Capital Advisors 10,060$635,0001.15%
Private Portfolio Partners LLC 62,768$3,964,4341.13%
View complete list of WISDOMTREE TR shareholders