WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35 | -43.5% | 1 | -50.0% | 0.00% | – |
| Q2 2023 | $62 | +148.0% | 2 | +100.0% | 0.00% | – |
| Q1 2023 | $25 | -34.2% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $38 | -100.0% | 1,482 | -87.7% | 0.00% | -87.5% |
| Q3 2022 | $317,000 | +5.0% | 12,042 | +5.3% | 0.01% | -20.0% |
| Q2 2022 | $302,000 | -24.3% | 11,437 | -25.1% | 0.01% | +100.0% |
| Q1 2022 | $399,000 | +232.5% | 15,261 | +466.3% | 0.01% | +150.0% |
| Q4 2021 | $120,000 | +36.4% | 2,695 | +28.5% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -27.3% | 2,098 | -29.5% | 0.00% | -33.3% |
| Q2 2021 | $121,000 | +14.2% | 2,976 | +2.4% | 0.00% | +50.0% |
| Q1 2021 | $106,000 | -0.9% | 2,906 | -0.8% | 0.00% | -50.0% |
| Q4 2020 | $107,000 | +723.1% | 2,929 | +654.9% | 0.00% | +300.0% |
| Q3 2020 | $13,000 | +1200.0% | 388 | +948.6% | 0.00% | – |
| Q2 2020 | $1,000 | – | 37 | – | 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% |