Evolution Wealth Advisors, 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
Evolution Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$13,000
-87.6%
210
-91.6%
0.00%
-92.9%
Q1 2020$105,000
-55.7%
2,491
-43.4%
0.04%
-28.8%
Q4 2019$237,000
+28.1%
4,402
+20.1%
0.06%
-33.0%
Q3 2019$185,000
+285.4%
3,666
+285.9%
0.09%
+300.0%
Q1 2019$48,000
-61.9%
950
-65.1%
0.02%
-62.1%
Q4 2018$126,0002,7200.06%
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