WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,326,000 | -32.3% | 39,764 | -17.8% | 0.00% | 0.0% |
Q1 2022 | $1,960,000 | +152.9% | 48,376 | +153.7% | 0.00% | – |
Q2 2021 | $775,000 | -19.0% | 19,070 | -41.0% | 0.00% | -100.0% |
Q4 2019 | $957,000 | -56.0% | 32,302 | -58.6% | 0.00% | -75.0% |
Q3 2019 | $2,175,000 | +28.2% | 77,988 | +18.7% | 0.00% | +33.3% |
Q1 2019 | $1,696,000 | -15.6% | 65,718 | -25.5% | 0.00% | -25.0% |
Q4 2018 | $2,009,000 | +202.6% | 88,228 | +241.8% | 0.00% | +300.0% |
Q3 2018 | $664,000 | – | 25,814 | – | 0.00% | – |
Download |
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% |