WFA of San Diego, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders