WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $231,000 | -25.5% | 6,929 | -9.6% | 0.01% | -11.1% |
| Q1 2022 | $310,000 | -9.1% | 7,662 | -0.5% | 0.01% | -10.0% |
| Q4 2021 | $341,000 | -5.0% | 7,698 | -12.6% | 0.01% | -9.1% |
| Q3 2021 | $359,000 | -60.5% | 8,804 | -60.6% | 0.01% | -59.3% |
| Q2 2021 | $909,000 | +15.2% | 22,360 | +5.9% | 0.03% | +8.0% |
| Q1 2021 | $789,000 | -6.3% | 21,123 | -8.2% | 0.02% | -13.8% |
| Q4 2020 | $842,000 | +163.9% | 23,009 | +140.4% | 0.03% | +123.1% |
| Q3 2020 | $319,000 | – | 9,572 | – | 0.01% | – |
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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% |