WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 38 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,720 | +537.3% | 1,365 | +575.7% | 0.00% | – |
| Q2 2023 | $7,488 | +107.9% | 202 | +82.0% | 0.00% | – |
| Q4 2022 | $3,602 | +260.2% | 111 | +382.6% | 0.00% | – |
| Q3 2022 | $1,000 | -97.8% | 23 | -98.0% | 0.00% | – |
| Q3 2021 | $46,000 | +170.6% | 1,134 | +144.4% | 0.00% | – |
| Q1 2021 | $17,000 | -58.5% | 464 | -65.8% | 0.00% | – |
| Q2 2020 | $41,000 | +1950.0% | 1,355 | +1357.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 93 | – | 0.00% | – |
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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% |