WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,582 | -16.7% | 35,286 | -11.7% | 0.17% | -19.7% |
| Q2 2023 | $1,481,368 | +13.8% | 39,961 | +6.2% | 0.21% | +1.9% |
| Q1 2023 | $1,301,476 | +0.0% | 37,637 | -6.1% | 0.21% | -17.7% |
| Q4 2022 | $1,301,099 | -0.4% | 40,096 | -6.1% | 0.25% | -8.0% |
| Q3 2022 | $1,306,000 | -11.8% | 42,721 | -3.8% | 0.28% | -11.8% |
| Q2 2022 | $1,481,000 | -29.5% | 44,425 | -13.0% | 0.31% | -18.7% |
| Q1 2022 | $2,102,000 | -9.7% | 51,034 | -9.3% | 0.38% | +1.9% |
| Q4 2021 | $2,328,000 | +25.8% | 56,268 | +25.2% | 0.38% | +13.5% |
| Q3 2021 | $1,850,000 | 0.0% | 44,958 | 0.0% | 0.33% | 0.0% |
| Q2 2021 | $1,850,000 | -26.6% | 44,958 | -33.4% | 0.33% | -32.9% |
| Q1 2021 | $2,520,000 | -12.8% | 67,493 | -14.5% | 0.50% | -16.9% |
| Q4 2020 | $2,891,000 | +24.1% | 78,980 | +12.9% | 0.60% | -7.9% |
| Q3 2020 | $2,329,000 | +15.1% | 69,984 | +5.8% | 0.65% | -6.8% |
| Q2 2020 | $2,023,000 | +53.4% | 66,172 | +29.2% | 0.70% | +1119.3% |
| Q1 2020 | $1,319,000 | +161.2% | 51,209 | +200.3% | 0.06% | +7.5% |
| Q4 2019 | $505,000 | +61.9% | 17,052 | +52.3% | 0.05% | +51.4% |
| Q3 2019 | $312,000 | – | 11,196 | – | 0.04% | – |
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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% |