WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,098,541 | +3.7% | 93,340 | -0.2% | 0.03% | -3.6% |
| Q1 2024 | $3,951,128 | -45.2% | 93,562 | -49.0% | 0.03% | -50.0% |
| Q4 2023 | $7,208,938 | +26.2% | 183,434 | +12.2% | 0.06% | +9.8% |
| 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% | – |
Download | ||||||
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% |