Foundations Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 238 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 1.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$14,160,775
+11.8%
125,517
+7.5%
0.34%
+3.6%
Q1 2024$12,665,034
+40.8%
116,728
+25.1%
0.33%
+37.8%
Q4 2023$8,994,233
+137.5%
93,330
+117.5%
0.24%
+106.0%
Q3 2023$3,787,114
+1716.0%
42,913
+1613.1%
0.12%
+1571.4%
Q2 2023$208,541
-91.2%
2,505
-94.3%
0.01%
-97.6%
Q4 2019$2,380,000
+10.4%
44,248
+1.0%
0.29%
+3.5%
Q3 2019$2,155,000
+39.0%
43,816
+40.6%
0.28%
+21.5%
Q2 2019$1,550,00031,1700.23%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Investure, LLC 2,102,603$91,905,00022.61%
Permanens Capital L.P. 681,471$29,787,00015.41%
Signature Financial Management, Inc. 495,368$21,652,00010.55%
SIGNATUREFD, LLC 1,331,577$58,203,0009.92%
Hatteras Investment Partners, LP 77,319$3,380,0009.23%
LVW Advisors, LLC 639,792$27,967,0008.94%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 217,086$9,489,0008.92%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 293,287$12,820,0008.81%
Vontobel Swiss Wealth Advisors AG 371,207$16,225,0008.63%
Bellecapital International Ltd. 144,306$6,308,0008.44%
View complete list of WISDOMTREE TR shareholders