LAKE STREET PRIVATE WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,527,520
+0.7%
61,499
-6.8%
0.99%
+3.0%
Q2 2023$5,490,492
+20.3%
65,952
+2.2%
0.96%
+13.4%
Q1 2023$4,564,150
+13.7%
64,538
+3.4%
0.85%
+2.5%
Q4 2022$4,014,914
+2.4%
62,442
-1.8%
0.83%
-7.9%
Q3 2022$3,922,000
-0.4%
63,591
+0.8%
0.90%
+8.6%
Q2 2022$3,938,00063,0770.83%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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