WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $797,000 | -11.5% | 26,066 | -3.5% | 0.44% | -9.2% |
| Q2 2022 | $901,000 | -83.7% | 27,016 | -80.2% | 0.49% | -82.7% |
| Q1 2022 | $5,522,000 | -27.2% | 136,277 | -20.4% | 2.83% | -23.1% |
| Q4 2021 | $7,590,000 | -20.1% | 171,208 | -26.6% | 3.68% | -39.4% |
| Q3 2021 | $9,505,000 | -1.1% | 233,302 | -1.4% | 6.08% | -3.6% |
| Q2 2021 | $9,614,000 | +13.1% | 236,572 | +3.9% | 6.30% | +4.8% |
| Q1 2021 | $8,499,000 | +9.1% | 227,685 | +6.9% | 6.01% | +2.6% |
| Q4 2020 | $7,793,000 | – | 212,931 | – | 5.86% | – |
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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% |