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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,732 | -46.2% | 8,345 | -43.0% | 0.01% | -47.6% |
| Q2 2023 | $542,506 | -6.9% | 14,635 | -12.0% | 0.02% | -12.5% |
| Q1 2023 | $582,856 | -29.7% | 16,625 | -34.9% | 0.02% | -42.9% |
| Q4 2022 | $828,805 | +41.4% | 25,541 | +33.3% | 0.04% | +35.5% |
| Q3 2022 | $586,000 | -20.1% | 19,165 | -12.8% | 0.03% | -16.2% |
| Q2 2022 | $733,000 | -64.0% | 21,979 | -56.2% | 0.04% | -56.5% |
| Q1 2022 | $2,035,000 | -17.7% | 50,215 | -10.0% | 0.08% | -20.6% |
| Q4 2021 | $2,473,000 | +3.7% | 55,796 | -4.7% | 0.11% | -10.1% |
| Q3 2021 | $2,385,000 | +2.5% | 58,533 | +2.2% | 0.12% | +1.7% |
| Q2 2021 | $2,327,000 | +1.2% | 57,268 | -7.0% | 0.12% | -14.0% |
| Q1 2021 | $2,300,000 | – | 61,611 | – | 0.14% | – |
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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% |