Robertson Stephens Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 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 Q4 2020
NameSharesValueWeighting ↓
Kemnay Advisory Services Inc. 657,538$40,123,0004.75%
Marketfield Asset Management LLC 102,861$6,277,0004.64%
Permanens Capital L.P. 359,128$21,914,0003.94%
Edmonds Duncan Registered Investment Advisors, LLC 121,466$7,412,0002.31%
Windsor Creek Advisors, LLC 134,781$8,224,0002.13%
Private Portfolio Partners LLC 60,299$3,679,4831.07%
Ayalon Insurance Comp Ltd. 47,853$2,931,0000.98%
GFS Advisors, LLC 33,050$1,957,0000.44%
CONDOR CAPITAL MANAGEMENT 62,473$3,812,0000.42%
Addison Advisors LLC 7,801$476,0000.38%
View complete list of WISDOMTREE TR shareholders