LFA - Lugano Financial Advisors SA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 271 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
LFA - Lugano Financial Advisors SA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$33,535
+6.0%
3800.0%0.03%
+38.1%
Q2 2023$31,635
+17.7%
3800.0%0.02%
+5.0%
Q1 2023$26,874
+10.0%
3800.0%0.02%
+11.1%
Q4 2022$24,430
+6.2%
3800.0%0.02%0.0%
Q3 2022$23,0000.0%3800.0%0.02%
+12.5%
Q2 2022$23,000
-14.8%
380
-10.2%
0.02%
-11.1%
Q1 2022$27,000
+3.8%
4230.0%0.02%
+20.0%
Q4 2021$26,000
-3.7%
4230.0%0.02%
-16.7%
Q3 2021$27,000
+3.8%
4230.0%0.02%
+12.5%
Q2 2021$26,0000.0%4230.0%0.02%
-11.1%
Q1 2021$26,000
+13.0%
4230.0%0.02%0.0%
Q4 2020$23,000
+9.5%
4230.0%0.02%
-5.3%
Q3 2020$21,000
+5.0%
4230.0%0.02%
-9.5%
Q2 2020$20,000
-9.1%
4230.0%0.02%
+5.0%
Q1 2020$22,000
-4.3%
4230.0%0.02%
+17.6%
Q4 2019$23,000
-61.0%
423
-65.0%
0.02%
-54.1%
Q2 2019$59,000
-22.4%
1,208
-19.9%
0.04%
-19.6%
Q1 2019$76,000
-88.2%
1,508
-86.5%
0.05%
-89.7%
Q4 2018$645,0000.0%11,1360.0%0.45%0.0%
Q3 2018$645,000
+17.3%
11,136
+8.6%
0.45%
-15.2%
Q2 2018$550,00010,2580.53%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
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