WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $969 | +8.5% | 22,064 | +4.4% | 0.00% | +33.3% |
| Q1 2024 | $893 | +5.4% | 21,143 | -1.9% | 0.00% | -25.0% |
| Q4 2023 | $847 | +7.6% | 21,553 | -4.2% | 0.00% | 0.0% |
| Q3 2023 | $787 | -5.9% | 22,501 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $836 | +0.7% | 22,553 | -4.7% | 0.00% | 0.0% |
| Q1 2023 | $830 | -1.3% | 23,672 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $841 | -99.9% | 25,928 | +9.5% | 0.00% | 0.0% |
| Q3 2022 | $724,000 | -9.3% | 23,674 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $798,000 | -18.2% | 23,943 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $975,000 | +17.6% | 24,066 | +28.7% | 0.00% | 0.0% |
| Q4 2021 | $829,000 | +140.3% | 18,701 | +121.0% | 0.00% | +100.0% |
| Q3 2021 | $345,000 | +16.2% | 8,462 | +15.9% | 0.00% | +100.0% |
| Q2 2021 | $297,000 | – | 7,302 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 847,403 | $32,175,896 | 21.21% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,021,467 | $223,215,770 | 16.29% |
| RATIONAL ADVISORS LLC | 1,382,705 | $51,256,875 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 274,414 | $10,172 | 3.90% |
| Professional Financial Advisors, LLC | 175,176 | $6,493,763 | 3.36% |
| Fermata Advisors, LLC | 87,608 | $3,247,841 | 2.94% |
| RHS Financial, LLC | 80,261 | $2,975,278 | 2.18% |
| KLR INVESTMENT ADVISORS, LLC | 67,413 | $2,499,000 | 2.06% |
| Leading Edge Financial Planning LLC | 45,363 | $1,681,603 | 1.10% |
| BlackDiamond Wealth Management, LLC | 33,894 | $1,284,572 | 1.09% |