MIDDLETON & CO INC/MA - 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
MIDDLETON & CO INC/MA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$239,000
-10.2%
4,177
-13.3%
0.05%
-10.3%
Q1 2015$266,000
+8.6%
4,817
-3.2%
0.06%
+5.5%
Q4 2014$245,000
-20.2%
4,977
-15.2%
0.06%
-23.6%
Q3 2014$307,000
-89.4%
5,872
-90.0%
0.07%
-89.0%
Q2 2014$2,885,000
-35.9%
58,446
-38.5%
0.66%
-37.4%
Q1 2014$4,498,000
-4.6%
95,016
-3.4%
1.05%
-15.5%
Q3 2013$4,715,000
+9.7%
98,365
+4.4%
1.24%
-1.7%
Q2 2013$4,299,00094,2501.26%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders