Robertson Stephens Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 169 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 13.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$496,671
+6.0%
5,6280.0%0.03%
+3.0%
Q2 2023$468,531
+17.7%
5,6280.0%0.03%
+6.5%
Q1 2023$398,012
+10.2%
5,628
+0.2%
0.03%
-11.4%
Q4 2022$361,181
+4.4%
5,6180.0%0.04%
-2.8%
Q3 2022$346,000
-1.1%
5,6180.0%0.04%
+9.1%
Q2 2022$350,000
-2.5%
5,6180.0%0.03%
+10.0%
Q1 2022$359,000
+2.3%
5,6180.0%0.03%0.0%
Q4 2021$351,000
-3.3%
5,618
-2.3%
0.03%
-26.8%
Q3 2021$363,000
-2.2%
5,750
-5.5%
0.04%
-8.9%
Q2 2021$371,000
-0.3%
6,082
+0.2%
0.04%
-25.0%
Q1 2021$372,000
-28.3%
6,068
-36.5%
0.06%
-44.4%
Q4 2020$519,000
+10.9%
9,5510.0%0.11%
-6.1%
Q3 2020$468,0009,5510.12%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders