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 | $1,172 | -0.1% | 33,538 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $1,173 | +10.1% | 31,654 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $1,065 | +7.5% | 30,390 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $991 | -99.9% | 30,526 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $997,000 | -8.2% | 32,611 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $1,086,000 | -55.4% | 32,611 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $2,437,000 | -7.8% | 60,148 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $2,643,000 | +18.1% | 59,611 | +8.6% | 0.01% | 0.0% |
| Q3 2021 | $2,237,000 | +0.8% | 54,913 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $2,219,000 | +10.6% | 54,611 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $2,006,000 | +19.9% | 53,725 | +17.6% | 0.01% | +25.0% |
| Q4 2020 | $1,673,000 | +21.2% | 45,700 | +10.2% | 0.01% | 0.0% |
| Q3 2020 | $1,380,000 | +6.2% | 41,476 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $1,300,000 | +10.1% | 42,530 | -7.3% | 0.01% | -11.1% |
| Q1 2020 | $1,181,000 | -12.9% | 45,858 | +0.2% | 0.01% | 0.0% |
| Q4 2019 | $1,356,000 | +43.2% | 45,779 | +34.8% | 0.01% | +28.6% |
| Q3 2019 | $947,000 | – | 33,963 | – | 0.01% | – |
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% |