Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 313 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$68,007
+7.5%
811
+6.7%
0.00%0.0%
Q2 2023$63,273
+603.0%
760
+237.8%
0.00%
+50.0%
Q1 2020$9,000
-83.9%
225
-79.8%
0.00%
-85.7%
Q1 2019$56,000
+7.7%
1,1120.0%0.01%
+7.7%
Q4 2018$52,000
-18.8%
1,1120.0%0.01%
-7.1%
Q3 2018$64,000
+6.7%
1,1120.0%0.01%
-6.7%
Q2 2018$60,000
-3.2%
1,1120.0%0.02%
-11.8%
Q1 2018$62,000
-6.1%
1,1120.0%0.02%
-5.6%
Q4 2017$66,000
-20.5%
1,112
-26.5%
0.02%
-47.1%
Q3 2017$83,000
+43.1%
1,512
+36.0%
0.03%
+25.9%
Q2 2017$58,000
+5.5%
1,112
+1.6%
0.03%
-12.9%
Q1 2017$55,000
-14.1%
1,094
-15.7%
0.03%
-27.9%
Q4 2016$64,0001,2970.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders