CALTON & ASSOCIATES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$435,002
+16.0%
5,225
-1.5%
0.20%
+16.7%
Q1 2023$374,981
+8.9%
5,302
-1.0%
0.17%
+30.8%
Q4 2022$344,402
+14.0%
5,357
+9.2%
0.13%
-23.1%
Q3 2022$302,000
-15.6%
4,906
-14.6%
0.17%
-13.1%
Q2 2022$358,000
-8.7%
5,745
-6.3%
0.20%
+71.6%
Q1 2022$392,000
+1.0%
6,130
-1.3%
0.12%
+11.5%
Q4 2021$388,000
-0.5%
6,211
+0.5%
0.10%
+22.4%
Q3 2021$390,000
+3.4%
6,178
+0.0%
0.08%
+18.1%
Q2 2021$377,000
+0.5%
6,176
+1.0%
0.07%
-1.4%
Q1 2021$375,000
+19.4%
6,117
+6.0%
0.07%
+30.4%
Q4 2020$314,000
+4.3%
5,771
-6.2%
0.06%
-9.7%
Q3 2020$301,000
+5.6%
6,151
+1.7%
0.06%0.0%
Q2 2020$285,000
-21.7%
6,051
-29.8%
0.06%
-31.1%
Q1 2020$364,000
-23.0%
8,625
-1.9%
0.09%
-5.3%
Q4 2019$473,000
+11.3%
8,791
+4.4%
0.10%
+1.1%
Q3 2019$425,000
+8.4%
8,424
+4.8%
0.09%
-15.3%
Q2 2019$392,000
-3.2%
8,041
+0.5%
0.11%
-9.8%
Q1 2019$405,000
+14.1%
7,999
+4.6%
0.12%
-6.1%
Q4 2018$355,000
-2.2%
7,644
+22.0%
0.13%
+22.4%
Q3 2018$363,000
+38.5%
6,268
+32.5%
0.11%
+40.8%
Q2 2018$262,000
+6.9%
4,732
+8.1%
0.08%
+7.0%
Q1 2018$245,000
+2.5%
4,378
+13.9%
0.07%
+18.3%
Q4 2017$239,0003,8450.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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