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 | $52,389,310 | +83.2% | 1,498,568 | +94.3% | 0.08% | +51.0% |
| Q2 2023 | $28,591,088 | +1198.5% | 771,293 | +1128.2% | 0.05% | +1175.0% |
| Q1 2023 | $2,201,774 | +910.0% | 62,800 | +835.1% | 0.00% | – |
| Q4 2022 | $218,000 | +5.3% | 6,716 | -0.8% | 0.00% | – |
| Q3 2022 | $207,000 | -17.5% | 6,770 | -10.2% | 0.00% | -100.0% |
| Q2 2022 | $251,000 | -89.0% | 7,542 | -86.6% | 0.00% | -75.0% |
| Q1 2022 | $2,276,000 | -27.6% | 56,177 | -20.8% | 0.00% | -33.3% |
| Q4 2021 | $3,143,000 | -4.8% | 70,914 | -12.5% | 0.01% | -14.3% |
| Q3 2021 | $3,303,000 | -12.8% | 81,089 | -13.1% | 0.01% | -12.5% |
| Q2 2021 | $3,790,000 | +24.1% | 93,266 | +14.0% | 0.01% | +14.3% |
| Q1 2021 | $3,053,000 | +11.6% | 81,803 | +9.4% | 0.01% | 0.0% |
| Q4 2020 | $2,735,000 | -4.5% | 74,748 | -13.2% | 0.01% | -22.2% |
| Q3 2020 | $2,865,000 | +84.8% | 86,092 | +69.7% | 0.01% | +80.0% |
| Q2 2020 | $1,550,000 | +5640.7% | 50,718 | +4739.5% | 0.01% | – |
| Q1 2020 | $27,000 | – | 1,048 | – | 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% |