Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$19,327
+544.2%
219
+284.2%
0.00%
Q1 2021$3,0000.0%57
-18.6%
0.00%
Q4 2019$3,0000.0%700.0%0.00%
Q3 2019$3,000
+200.0%
70
+159.3%
0.00%
Q2 2019$1,0000.0%270.0%0.00%
Q1 2019$1,000
-99.9%
27
-99.9%
0.00%
-100.0%
Q4 2018$1,282,000
-68.8%
27,430
-61.3%
0.10%
-65.3%
Q3 2018$4,110,000
+24076.5%
70,940
+22138.2%
0.27%
+27300.0%
Q1 2018$17,000
-81.1%
319
-79.0%
0.00%
-87.5%
Q4 2017$90,000
+3.4%
1,519
-5.2%
0.01%
-11.1%
Q3 2017$87,000
-10.3%
1,602
-14.3%
0.01%
-10.0%
Q2 2017$97,000
+3.2%
1,8690.0%0.01%0.0%
Q1 2017$94,000
+36.2%
1,869
+32.8%
0.01%
+11.1%
Q4 2016$69,0001,4070.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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