WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,608,327 | -7.6% | 103,213 | -2.0% | 0.06% | -4.5% |
| Q2 2023 | $3,905,541 | +97343.6% | 105,356 | -7.8% | 0.07% | -19.3% |
| Q1 2023 | $4,008 | -14.5% | 114,304 | -20.8% | 0.08% | -34.6% |
| Q4 2022 | $4,686 | -99.9% | 144,397 | -18.9% | 0.13% | -27.0% |
| Q3 2022 | $5,442,000 | -27.3% | 177,944 | -20.8% | 0.17% | -25.3% |
| Q2 2022 | $7,489,000 | +55.1% | 224,638 | +88.5% | 0.23% | +57.4% |
| Q1 2022 | $4,829,000 | +6.0% | 119,173 | +16.0% | 0.15% | +9.6% |
| Q4 2021 | $4,554,000 | +119.5% | 102,732 | +101.7% | 0.14% | +98.5% |
| Q3 2021 | $2,075,000 | – | 50,939 | – | 0.07% | – |
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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% |