WISDOMTREE TR's ticker is NTSE and the CUSIP is 97717Y642. A total of 11 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,067,727 | +110.3% | 145,884 | +111.7% | 0.00% | 0.0% |
| Q1 2023 | $1,934,116 | +350.8% | 68,920 | +287.2% | 0.00% | – |
| Q3 2022 | $429,000 | -77.4% | 17,798 | -73.3% | 0.00% | -100.0% |
| Q2 2022 | $1,898,000 | -46.0% | 66,689 | -37.9% | 0.00% | 0.0% |
| Q1 2022 | $3,518,000 | +38.2% | 107,410 | +56.8% | 0.00% | 0.0% |
| Q4 2021 | $2,546,000 | +100.0% | 68,485 | +124.2% | 0.00% | – |
| Q2 2021 | $1,273,000 | – | 30,544 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,165,957 | $30,045,306 | 2.24% |
| Professional Financial Advisors, LLC | 51,937 | $1,338,354 | 0.61% |
| BlackDiamond Wealth Management, LLC | 15,469 | $384,901 | 0.35% |
| DRIVE WEALTH MANAGEMENT, LLC | 18,451 | $475,460 | 0.17% |
| OneDigital Investment Advisors LLC | 165,774 | $4,271,787 | 0.09% |
| Wealthcare Advisory Partners LLC | 39,021 | $1,005,524 | 0.05% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| LPL Financial LLC | 21,066 | $542,845 | 0.00% |
| OSAIC HOLDINGS, INC. | 4,098 | $105,590 | 0.00% |
| FMR LLC | 12 | $309 | 0.00% |