IEQ CAPITAL, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 182 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.08 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 Q2 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders