Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$283,812
+6.0%
3,2160.0%0.01%
+10.0%
Q2 2023$267,732
+17.7%
3,2160.0%0.01%
+11.1%
Q1 2023$227,436
+109772.5%
3,2160.0%0.01%
-25.0%
Q4 2022$207
-99.9%
3,216
-0.7%
0.01%0.0%
Q3 2022$200,000
-7.0%
3,240
-5.8%
0.01%
+33.3%
Q2 2022$215,000
+2.4%
3,440
+5.1%
0.01%
+50.0%
Q1 2022$210,000
+2.4%
3,2740.0%0.01%
+20.0%
Q4 2021$205,000
-47.4%
3,274
-47.0%
0.01%
-50.0%
Q3 2021$390,000
+8.3%
6,174
+4.8%
0.01%0.0%
Q2 2021$360,000
-0.6%
5,8940.0%0.01%0.0%
Q1 2021$362,0005,8940.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders