Annapolis Financial Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 191 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 23.38 and the average weighting 0.2%.

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 2021
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