Cresset Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$810,929
+19.0%
9,189
+12.2%
0.00%
+200.0%
Q2 2023$681,734
+89.1%
8,189
+60.6%
0.00%
-85.7%
Q1 2023$360,601
+14.5%
5,0990.0%0.01%
+75.0%
Q3 2022$315,000
-0.9%
5,0990.0%0.00%0.0%
Q2 2022$318,000
+736.8%
5,099
+575.4%
0.00%
+300.0%
Q1 2019$38,000
+8.6%
755
+0.1%
0.00%
-50.0%
Q4 2018$35,0007540.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders