LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$447,00014,6380.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
WJ Interests, LLC 848,567$29,665,89220.64%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,036,189$211,025,16015.74%
RATIONAL ADVISORS LLC 1,242,920$43,452,4833.93%
Professional Financial Advisors, LLC 177,866$6,218,1892.81%
KLR INVESTMENT ADVISORS, LLC 65,827$2,307,8952.10%
RHS Financial, LLC 72,851$2,546,8701.78%
Perennial Investment Advisors, LLC 274,303$9,589,8511.73%
Leading Edge Financial Planning LLC 50,405$1,762,6461.13%
BlackDiamond Wealth Management, LLC 35,603$1,198,0451.08%
Wealthcare Advisory Partners LLC 674,207$23,570,2931.08%
View complete list of WISDOMTREE TR shareholders