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 ↓
JABODON PT CO 547,000$30,637,00027.67%
Acorn Advisory Capital L.P. 157,250$8,808,00013.70%
Hamilton Capital, LLC 558,361$31,274,00011.53%
SIGNATUREFD, LLC 1,597,958$89,502,00010.50%
Permanens Capital L.P. 370,154$20,732,0008.25%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,881,0007.03%
Gruss & Co., LLC 117,500$6,581,0006.65%
Barry Investment Advisors, LLC 308,168$17,260,0006.54%
Pictet North America Advisors SA 723,475$40,522,0006.10%
Clearwater Capital Advisors, LLC 420,997$23,580,0004.87%
View complete list of WISDOMTREE TR shareholders