IEQ CAPITAL, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 169 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 13.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$741,300
-10.5%
8,400
-15.5%
0.02%
-11.8%
Q2 2023$828,005
+69.7%
9,946
+44.1%
0.02%
+54.5%
Q1 2023$487,968
+10.0%
6,9000.0%0.01%
-8.3%
Q4 2022$443,601
+4.1%
6,9000.0%0.01%0.0%
Q3 2022$426,000
-1.2%
6,9000.0%0.01%
-7.7%
Q2 2022$431,000
-2.5%
6,9000.0%0.01%
+18.2%
Q1 2022$442,000
+2.3%
6,9000.0%0.01%
+10.0%
Q4 2021$432,000
-0.9%
6,9000.0%0.01%
-16.7%
Q3 2021$436,000
+3.6%
6,9000.0%0.01%0.0%
Q2 2021$421,000
-0.5%
6,9000.0%0.01%
-29.4%
Q1 2021$423,000
+25.1%
6,9000.0%0.02%
-5.6%
Q3 2020$338,000
+4.3%
6,9000.0%0.02%
-14.3%
Q2 2020$324,000
+11.3%
6,9000.0%0.02%
-8.7%
Q1 2020$291,000
-21.6%
6,9000.0%0.02%
-30.3%
Q4 2019$371,0006,9000.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders