IEQ CAPITAL, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 11.49 and the average weighting 0.2%.

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 Q4 2022
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