CSM Advisors, LLC - 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
CSM Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,731
+6.0%
19,6020.0%0.15%
+22.8%
Q2 2023$1,633
+19.1%
19,602
+1.2%
0.12%
+4.2%
Q1 2023$1,371
+12.4%
19,369
+2.0%
0.12%
+1.7%
Q4 2022$1,220
-99.9%
18,988
+3.6%
0.12%
-6.5%
Q3 2022$1,131,00018,3340.12%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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