WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,249 | +8.4% | 1,053,257 | +4.2% | 0.22% | +5.3% |
| Q1 2024 | $42,666 | +15.5% | 1,010,326 | +7.5% | 0.21% | +4.0% |
| Q4 2023 | $36,948 | +38.5% | 940,147 | +23.2% | 0.20% | +21.3% |
| Q3 2023 | $26,685 | +5.5% | 763,297 | +11.9% | 0.16% | +5.1% |
| Q2 2023 | $25,288 | +21.8% | 682,156 | +15.2% | 0.16% | +11.4% |
| Q1 2023 | $20,757 | +20.0% | 592,037 | +11.0% | 0.14% | +10.2% |
| Q4 2022 | $17,303 | -99.4% | 533,226 | +489.5% | 0.13% | +477.3% |
| Q3 2022 | $2,766,000 | +29.0% | 90,458 | +40.6% | 0.02% | +29.4% |
| Q2 2022 | $2,145,000 | – | 64,322 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 668,416 | $21,690,101 | 18.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,937,881 | $192,684,234 | 13.77% |
| ACT Advisors, LLC. | 442,011 | $14,343,268 | 9.13% |
| STAPP WEALTH MANAGEMENT, PLLC | 65,918 | $2,139 | 5.13% |
| RATIONAL ADVISORS LLC | 1,743,259 | $56,568,755 | 4.69% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 249,980 | $8,111 | 3.53% |
| Professional Financial Advisors, LLC | 124,635 | $4,044,413 | 2.74% |
| RHS Financial, LLC | 93,947 | $3,049,000 | 2.42% |
| KLR INVESTMENT ADVISORS, LLC | 62,250 | $2,020,013 | 1.66% |
| BlackDiamond Wealth Management, LLC | 29,555 | $984,475 | 1.12% |