WFA of San Diego, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 253 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$64,534
+27.8%
5720.0%0.06%
+11.5%
Q3 2023$50,479
+6.0%
5720.0%0.05%
+10.6%
Q2 2023$47,619
+29.5%
5720.0%0.05%
+67.9%
Q4 2022$36,774
+2.2%
5720.0%0.03%
-9.7%
Q2 2022$36,0005720.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Investure, LLC 2,102,603$91,905,00022.61%
Permanens Capital L.P. 681,471$29,787,00015.41%
Signature Financial Management, Inc. 495,368$21,652,00010.55%
SIGNATUREFD, LLC 1,331,577$58,203,0009.92%
Hatteras Investment Partners, LP 77,319$3,380,0009.23%
LVW Advisors, LLC 639,792$27,967,0008.94%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 217,086$9,489,0008.92%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 293,287$12,820,0008.81%
Vontobel Swiss Wealth Advisors AG 371,207$16,225,0008.63%
Bellecapital International Ltd. 144,306$6,308,0008.44%
View complete list of WISDOMTREE TR shareholders