Financial Gravity Asset Management, Inc. - 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
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$121
+21.0%
1
-98.6%
0.00%
-100.0%
Q1 2023$100
-99.9%
71
-42.7%
0.00%0.0%
Q3 2022$87,000
-1.1%
1240.0%0.00%0.0%
Q2 2022$88,000
-3.3%
124
-3.1%
0.00%0.0%
Q1 2022$91,000
+2.2%
128
+1.6%
0.00%
+50.0%
Q4 2021$89,000
+41.3%
126
+12500.0%
0.00%
-93.3%
Q3 2021$63,000
+3.3%
10.0%0.03%
+36.4%
Q2 2021$61,000
-12.9%
10.0%0.02%
+2100.0%
Q1 2021$70,00010.0%0.00%
Q4 2020$0
-100.0%
1
-95.5%
0.00%
-100.0%
Q1 2020$929,000
+1620.4%
220.0%0.00%
-91.9%
Q4 2019$54,000
+5300.0%
22
-4.3%
0.04%
+3600.0%
Q3 2019$1,0000.0%23
+4.5%
0.00%0.0%
Q2 2019$1,00022
+120.0%
0.00%
Q1 2019$0
-100.0%
10
-9.1%
0.00%
-100.0%
Q3 2018$1,0000.0%11
-31.2%
0.00%0.0%
Q2 2018$1,0000.0%16
+33.3%
0.00%0.0%
Q1 2018$1,000120.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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