IEQ CAPITAL, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 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 Q3 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