DHK Financial Advisors, Inc. - 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
DHK Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$916,635
+6.0%
10,387
+0.0%
0.82%
+11.0%
Q2 2023$864,589
+18.8%
10,385
+0.9%
0.74%
-18.6%
Q1 2023$727,612
+11.0%
10,289
+0.9%
0.90%
-0.8%
Q4 2022$655,660
+5.9%
10,198
+1.6%
0.91%
-10.3%
Q3 2022$619,000
-1.0%
10,034
+0.2%
1.02%
+69.9%
Q2 2022$625,000
-1.3%
10,012
+1.2%
0.60%
+12.0%
Q1 2022$633,000
+2.3%
9,8920.0%0.53%
-8.4%
Q4 2021$619,0009,8920.58%
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