Prestige Wealth Management Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 189 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$44,125
+6.0%
5000.0%0.01%
+10.0%
Q2 2023$41,625
+17.7%
5000.0%0.01%
+11.1%
Q1 2023$35,360
+10.0%
5000.0%0.01%
+12.5%
Q4 2022$32,145
+3.7%
5000.0%0.01%
-11.1%
Q3 2022$31,0000.0%5000.0%0.01%
+12.5%
Q2 2022$31,000
-3.1%
5000.0%0.01%0.0%
Q1 2022$32,000
+3.2%
5000.0%0.01%
+14.3%
Q4 2021$31,000
-3.1%
5000.0%0.01%
-12.5%
Q3 2021$32,000
+3.2%
5000.0%0.01%0.0%
Q2 2021$31,0000.0%5000.0%0.01%0.0%
Q1 2021$31,000
+14.8%
5000.0%0.01%
+14.3%
Q4 2020$27,000
+8.0%
5000.0%0.01%
-12.5%
Q3 2020$25,000
+4.2%
5000.0%0.01%0.0%
Q2 2020$24,000
+14.3%
5000.0%0.01%
-11.1%
Q1 2020$21,000
-22.2%
5000.0%0.01%
-40.0%
Q4 2019$27,000
+8.0%
5000.0%0.02%0.0%
Q3 2019$25,000
+4.2%
5000.0%0.02%0.0%
Q2 2019$24,000
-4.0%
5000.0%0.02%0.0%
Q1 2019$25,000
+8.7%
5000.0%0.02%
-11.8%
Q4 2018$23,0005000.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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