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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,713,391 | +12.2% | 163,426 | +20.3% | 0.05% | +15.9% |
| Q2 2023 | $5,094,021 | +28.6% | 135,835 | +20.3% | 0.04% | +15.8% |
| Q1 2023 | $3,959,788 | +977625.4% | 112,943 | +806.0% | 0.04% | – |
| Q4 2022 | $405 | -99.9% | 12,466 | -14.4% | 0.00% | -100.0% |
| Q3 2022 | $445,000 | -6.9% | 14,558 | +1.6% | 0.01% | +25.0% |
| Q2 2022 | $478,000 | -3.4% | 14,329 | +17.2% | 0.00% | 0.0% |
| Q1 2022 | $495,000 | -2.9% | 12,224 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $510,000 | -89.6% | 11,503 | -90.5% | 0.00% | -87.1% |
| Q3 2021 | $4,917,000 | +40.3% | 120,698 | +40.0% | 0.03% | 0.0% |
| Q2 2021 | $3,504,000 | +539.4% | 86,217 | +487.0% | 0.03% | +520.0% |
| Q1 2021 | $548,000 | +31.1% | 14,688 | +28.7% | 0.01% | +25.0% |
| Q4 2020 | $418,000 | -39.0% | 11,415 | -44.5% | 0.00% | -55.6% |
| Q3 2020 | $685,000 | – | 20,582 | – | 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% |