Robertson Stephens Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$610,638
+23.3%
5,6280.0%0.03%
+6.7%
Q4 2023$495,151
-0.3%
5,6280.0%0.03%
-11.8%
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 Q1 2023
NameSharesValueWeighting ↓
Investure, LLC 2,102,603$91,905,00022.61%
Permanens Capital L.P. 681,471$29,787,00015.41%
Signature Financial Management, Inc. 495,368$21,652,00010.55%
SIGNATUREFD, LLC 1,331,577$58,203,0009.92%
Hatteras Investment Partners, LP 77,319$3,380,0009.23%
LVW Advisors, LLC 639,792$27,967,0008.94%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 217,086$9,489,0008.92%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 293,287$12,820,0008.81%
Vontobel Swiss Wealth Advisors AG 371,207$16,225,0008.63%
Bellecapital International Ltd. 144,306$6,308,0008.44%
View complete list of WISDOMTREE TR shareholders