WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,008,792 | +1.0% | 286,293 | +7.1% | 0.01% | 0.0% |
Q2 2023 | $9,905,523 | -15.0% | 267,211 | -19.6% | 0.01% | -22.2% |
Q1 2023 | $11,651,361 | +14.7% | 332,326 | +6.1% | 0.01% | 0.0% |
Q4 2022 | $10,159,792 | +6.4% | 313,091 | +0.3% | 0.01% | 0.0% |
Q3 2022 | $9,546,000 | -9.8% | 312,156 | -1.7% | 0.01% | -10.0% |
Q2 2022 | $10,588,000 | -16.5% | 317,583 | +1.5% | 0.01% | -9.1% |
Q1 2022 | $12,674,000 | +126.1% | 312,775 | +147.4% | 0.01% | +120.0% |
Q4 2021 | $5,605,000 | +84.8% | 126,427 | +69.8% | 0.01% | +66.7% |
Q3 2021 | $3,033,000 | +51.1% | 74,439 | +50.7% | 0.00% | +50.0% |
Q2 2021 | $2,007,000 | +74.7% | 49,392 | +60.5% | 0.00% | +100.0% |
Q1 2021 | $1,149,000 | +18.7% | 30,772 | +16.3% | 0.00% | 0.0% |
Q4 2020 | $968,000 | +41.1% | 26,452 | +28.4% | 0.00% | 0.0% |
Q3 2020 | $686,000 | +53.5% | 20,603 | +40.8% | 0.00% | 0.0% |
Q2 2020 | $447,000 | – | 14,638 | – | 0.00% | – |
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% |