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 ↓
Hatteras Investment Partners, LP 77,319$3,830,00022.35%
NEW VERNON INVESTMENT MANAGEMENT LLC 208,277$10,318,00014.38%
City Financial Investment Co Ltd 1,520,000$75,301,00013.79%
SG3 Management, LLC 1,481,800$73,408,00011.85%
Investure, LLC 2,102,603$104,163,00011.36%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 837,380$41,483,00010.85%
Permanens Capital L.P. 471,650$23,366,0009.86%
SIGNATUREFD, LLC 1,162,194$57,575,0009.67%
Barry Investment Advisors, LLC 434,838$21,542,0007.54%
3EDGE Asset Management, LP 617,200$30,576,0006.90%
View complete list of WISDOMTREE TR shareholders