Annapolis Financial Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
Annapolis Financial Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$19,0000.0%3000.0%0.01%
+16.7%
Q1 2022$19,0000.0%3000.0%0.01%0.0%
Q4 2021$19,0000.0%3000.0%0.01%0.0%
Q3 2021$19,000
+5.6%
3000.0%0.01%0.0%
Q2 2021$18,0000.0%3000.0%0.01%
-14.3%
Q1 2021$18,000
+12.5%
3000.0%0.01%
+16.7%
Q4 2020$16,0003000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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