LIBERTY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$59,000
+31.1%
941
+28.7%
0.02%
+23.5%
Q2 2021$45,000
-21.1%
731
-29.2%
0.02%
-39.3%
Q1 2021$57,0000.0%1,0320.0%0.03%0.0%
Q4 2020$57,0000.0%1,032
-11.5%
0.03%
-17.6%
Q3 2020$57,000
-21.9%
1,166
-25.1%
0.03%
-33.3%
Q2 2020$73,000
-63.1%
1,557
-66.9%
0.05%
-70.5%
Q1 2020$198,000
-24.1%
4,707
-3.0%
0.17%
-16.0%
Q4 2019$261,000
-7.4%
4,855
-13.2%
0.21%
-22.8%
Q3 2019$282,000
-5.4%
5,594
-8.7%
0.27%
+2.3%
Q2 2019$298,000
-10.2%
6,127
-6.6%
0.26%
+4.4%
Q1 2019$332,000
+9.2%
6,562
+0.0%
0.25%
+10.1%
Q4 2018$304,0006,5610.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders