WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $343,925 | -65.4% | 9,810 | -68.0% | 14.58% | +3610.2% |
| Q4 2022 | $995,332 | +205.3% | 30,673 | +187.3% | 0.39% | +189.0% |
| Q3 2022 | $326,000 | -32.4% | 10,675 | -26.2% | 0.14% | -30.6% |
| Q2 2022 | $482,000 | -55.5% | 14,459 | -46.0% | 0.20% | -52.8% |
| Q1 2022 | $1,084,000 | -52.6% | 26,771 | -48.1% | 0.42% | -8.6% |
| Q4 2021 | $2,287,000 | -5.9% | 51,592 | -13.6% | 0.45% | -51.5% |
| Q3 2021 | $2,431,000 | -1.3% | 59,694 | -1.5% | 0.94% | +2.0% |
| Q2 2021 | $2,462,000 | -70.4% | 60,589 | -72.8% | 0.92% | -74.3% |
| Q1 2021 | $8,307,000 | +1.1% | 222,548 | -0.9% | 3.57% | -7.9% |
| Q4 2020 | $8,219,000 | +7.3% | 224,572 | -2.4% | 3.88% | -6.9% |
| Q3 2020 | $7,657,000 | +9.9% | 230,080 | +0.9% | 4.17% | +7.6% |
| Q2 2020 | $6,969,000 | +20.9% | 227,984 | +1.9% | 3.88% | +0.7% |
| Q1 2020 | $5,763,000 | – | 223,721 | – | 3.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 668,416 | $21,690,101 | 18.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,937,881 | $192,684,234 | 13.77% |
| ACT Advisors, LLC. | 442,011 | $14,343,268 | 9.13% |
| STAPP WEALTH MANAGEMENT, PLLC | 65,918 | $2,139 | 5.13% |
| RATIONAL ADVISORS LLC | 1,743,259 | $56,568,755 | 4.69% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 249,980 | $8,111 | 3.53% |
| Professional Financial Advisors, LLC | 124,635 | $4,044,413 | 2.74% |
| RHS Financial, LLC | 93,947 | $3,049,000 | 2.42% |
| KLR INVESTMENT ADVISORS, LLC | 62,250 | $2,020,013 | 1.66% |
| BlackDiamond Wealth Management, LLC | 29,555 | $984,475 | 1.12% |