Prestige Wealth Management Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 198 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 3.54 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 2022
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