WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 38 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,452,483 | -15.2% | 1,242,920 | -10.1% | 3.93% | -7.3% |
| Q2 2023 | $51,256,875 | +31.9% | 1,382,705 | +24.7% | 4.24% | +33.7% |
| Q1 2023 | $38,861,520 | -31.3% | 1,108,429 | -36.4% | 3.17% | -32.3% |
| Q4 2022 | $56,568,755 | +8.2% | 1,743,259 | +2.0% | 4.69% | +13.7% |
| Q3 2022 | $52,273,000 | -11.4% | 1,709,366 | -3.4% | 4.12% | -2.9% |
| Q2 2022 | $58,994,000 | -42.3% | 1,769,446 | -29.9% | 4.24% | -29.8% |
| Q1 2022 | $102,226,000 | +29.4% | 2,522,864 | +41.5% | 6.05% | +24.9% |
| Q4 2021 | $79,018,000 | +35.1% | 1,782,488 | +24.2% | 4.84% | +5.9% |
| Q3 2021 | $58,490,000 | +1164.4% | 1,435,697 | +1161.4% | 4.57% | +737.5% |
| Q2 2021 | $4,626,000 | +72.6% | 113,820 | +58.5% | 0.55% | +10.3% |
| Q1 2021 | $2,680,000 | +53.9% | 71,793 | +51.0% | 0.50% | +6.0% |
| Q4 2020 | $1,741,000 | +147.3% | 47,559 | +124.9% | 0.47% | +54.6% |
| Q3 2020 | $704,000 | +31.8% | 21,150 | +21.1% | 0.30% | +9.4% |
| Q2 2020 | $534,000 | +673.9% | 17,458 | +547.8% | 0.28% | +452.0% |
| Q1 2020 | $69,000 | – | 2,695 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 848,567 | $29,665,892 | 20.64% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,036,189 | $211,025,160 | 15.74% |
| RATIONAL ADVISORS LLC | 1,242,920 | $43,452,483 | 3.93% |
| Professional Financial Advisors, LLC | 177,866 | $6,218,189 | 2.81% |
| KLR INVESTMENT ADVISORS, LLC | 65,827 | $2,307,895 | 2.10% |
| RHS Financial, LLC | 72,851 | $2,546,870 | 1.78% |
| Perennial Investment Advisors, LLC | 274,303 | $9,589,851 | 1.73% |
| Leading Edge Financial Planning LLC | 50,405 | $1,762,646 | 1.13% |
| BlackDiamond Wealth Management, LLC | 35,603 | $1,198,045 | 1.08% |
| Wealthcare Advisory Partners LLC | 674,207 | $23,570,293 | 1.08% |