Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,868,743
+22.9%
32,507
+15.9%
0.03%
+21.7%
Q2 2023$2,334,247
+35.0%
28,039
+14.7%
0.02%
+21.1%
Q1 2023$1,729,025
+8.5%
24,449
-1.4%
0.02%
+35.7%
Q4 2022$1,594,263
-99.9%
24,798
-59.3%
0.01%
-30.0%
Q3 2022$1,880,879,000
+119472.7%
60,922
+141.8%
0.02%
+25.0%
Q2 2022$1,573,000
-60.4%
25,192
-59.4%
0.02%
-61.0%
Q1 2022$3,974,000
-0.1%
62,082
-2.4%
0.04%
+2.5%
Q4 2021$3,978,000
+0.1%
63,607
+1.1%
0.04%0.0%
Q3 2021$3,975,000
-2.7%
62,937
-6.0%
0.04%
-13.0%
Q2 2021$4,087,000
-0.6%
66,984
-0.0%
0.05%
-11.5%
Q1 2021$4,111,000
+8.6%
67,015
-3.9%
0.05%
+18.2%
Q4 2020$3,787,000
-99.9%
69,734
-10.2%
0.04%
-38.0%
Q3 2020$3,822,000,00077,6780.07%
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