Prestige Wealth Management Group 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
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 Q4 2023
NameSharesValueWeighting ↓
JABODON PT CO 547,000$30,637,00027.67%
Acorn Advisory Capital L.P. 157,250$8,808,00013.70%
Hamilton Capital, LLC 558,361$31,274,00011.53%
SIGNATUREFD, LLC 1,597,958$89,502,00010.50%
Permanens Capital L.P. 370,154$20,732,0008.25%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,881,0007.03%
Gruss & Co., LLC 117,500$6,581,0006.65%
Barry Investment Advisors, LLC 308,168$17,260,0006.54%
Pictet North America Advisors SA 723,475$40,522,0006.10%
Clearwater Capital Advisors, LLC 420,997$23,580,0004.87%
View complete list of WISDOMTREE TR shareholders