MMBG INVESTMENT ADVISORS CO. - 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
MMBG INVESTMENT ADVISORS CO. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,563,584
+2.0%
51,712
-4.1%
0.58%
+5.7%
Q2 2023$4,476,107
+17.3%
53,9420.0%0.54%
+12.6%
Q1 2023$3,814,778
+10.0%
53,9420.0%0.48%
+5.2%
Q4 2022$3,468,000
+4.2%
53,9420.0%0.46%
+3.1%
Q3 2022$3,327,000
-2.8%
53,942
-1.6%
0.44%
+4.7%
Q2 2022$3,423,000
-2.5%
54,8220.0%0.42%
+16.1%
Q1 2022$3,510,000
+2.4%
54,8220.0%0.37%
+10.9%
Q4 2021$3,429,00054,8220.33%
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