WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 190 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,852 | -2.2% | 5,834 | -7.7% | 0.00% | – |
| Q2 2023 | $526,225 | +3.0% | 6,321 | -12.5% | 0.00% | – |
| Q1 2023 | $510,669 | +459.0% | 7,221 | +408.2% | 0.00% | – |
| Q4 2022 | $91,356 | -37.4% | 1,421 | -39.4% | 0.00% | – |
| Q3 2022 | $146,000 | 0.0% | 2,346 | 0.0% | 0.00% | – |
| Q2 2022 | $146,000 | -2.7% | 2,346 | 0.0% | 0.00% | – |
| Q1 2022 | $150,000 | +11.1% | 2,346 | +8.4% | 0.00% | – |
| Q4 2021 | $135,000 | -1.5% | 2,164 | 0.0% | 0.00% | – |
| Q3 2021 | $137,000 | +3.8% | 2,164 | 0.0% | 0.00% | – |
| Q2 2021 | $132,000 | 0.0% | 2,164 | 0.0% | 0.00% | – |
| Q1 2021 | $132,000 | -22.8% | 2,164 | -31.6% | 0.00% | – |
| Q4 2020 | $171,000 | -20.1% | 3,164 | -27.2% | 0.00% | – |
| Q3 2020 | $214,000 | +33.8% | 4,346 | +27.0% | 0.00% | – |
| Q2 2020 | $160,000 | +3.9% | 3,421 | -5.8% | 0.00% | – |
| Q1 2020 | $154,000 | -19.4% | 3,632 | +2.4% | 0.00% | – |
| Q4 2019 | $191,000 | +10.4% | 3,548 | +3.9% | 0.00% | – |
| Q3 2019 | $173,000 | -7.0% | 3,414 | -10.8% | 0.00% | – |
| Q2 2019 | $186,000 | -6.1% | 3,826 | -2.5% | 0.00% | – |
| Q1 2019 | $198,000 | -36.1% | 3,924 | -41.1% | 0.00% | – |
| Q4 2018 | $310,000 | -25.7% | 6,664 | -7.2% | 0.00% | – |
| Q3 2018 | $417,000 | -14.0% | 7,182 | -19.9% | 0.00% | – |
| Q2 2018 | $485,000 | -9.0% | 8,971 | -6.0% | 0.00% | -100.0% |
| Q1 2018 | $533,000 | -24.8% | 9,544 | -20.2% | 0.00% | 0.0% |
| Q4 2017 | $709,000 | +23.7% | 11,967 | +14.3% | 0.00% | 0.0% |
| Q3 2017 | $573,000 | +2.5% | 10,473 | -2.5% | 0.00% | 0.0% |
| Q2 2017 | $559,000 | -36.3% | 10,745 | -38.1% | 0.00% | 0.0% |
| Q1 2017 | $878,000 | +9.1% | 17,348 | +6.7% | 0.00% | 0.0% |
| Q4 2016 | $805,000 | +12.4% | 16,252 | -2.7% | 0.00% | 0.0% |
| Q3 2016 | $716,000 | +31.6% | 16,711 | +19.0% | 0.00% | 0.0% |
| Q2 2016 | $544,000 | -9.2% | 14,037 | +2.5% | 0.00% | 0.0% |
| Q1 2016 | $599,000 | -72.3% | 13,699 | -68.2% | 0.00% | -66.7% |
| Q4 2015 | $2,159,000 | +0.4% | 43,110 | -2.4% | 0.00% | 0.0% |
| Q3 2015 | $2,150,000 | +87.3% | 44,171 | +120.0% | 0.00% | +200.0% |
| Q2 2015 | $1,148,000 | +78.0% | 20,080 | +71.5% | 0.00% | 0.0% |
| Q1 2015 | $645,000 | +9.0% | 11,706 | -2.9% | 0.00% | 0.0% |
| Q4 2014 | $592,000 | -16.5% | 12,053 | -11.0% | 0.00% | 0.0% |
| Q3 2014 | $709,000 | -30.1% | 13,546 | -34.1% | 0.00% | 0.0% |
| Q2 2014 | $1,014,000 | -47.3% | 20,570 | -49.3% | 0.00% | -66.7% |
| Q1 2014 | $1,923,000 | -36.1% | 40,611 | -31.4% | 0.00% | -25.0% |
| Q4 2013 | $3,008,000 | +18.0% | 59,180 | +11.3% | 0.00% | 0.0% |
| Q3 2013 | $2,549,000 | -22.5% | 53,165 | -26.3% | 0.00% | -20.0% |
| Q2 2013 | $3,290,000 | – | 72,160 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 596,645 | $52,653,921 | 9.00% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 319,288 | $28,177,166 | 5.96% |
| Black Swift Group, LLC | 118,965 | $10,498,661 | 3.43% |
| Smart Money Group LLC | 80,483 | $7,102,668 | 3.37% |
| Sharper & Granite LLC | 65,120 | $5,746,841 | 3.34% |
| Ayalon Insurance Comp Ltd. | 77,787 | $6,865 | 2.90% |
| First International Bank & Trust | 84,063 | $7,418,560 | 2.67% |
| Adams Wealth Management | 70,308 | $6,204,681 | 2.10% |
| MANCHESTER FINANCIAL INC | 75,364 | $6,650,841 | 1.95% |
| Bedell Frazier Investment Counselling, LLC | 71,965 | $6,350,912 | 1.90% |