Robertson Stephens Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 231 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders