WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $978,122 | +0.4% | 27,978 | +6.5% | 0.19% | +1.6% |
| Q2 2023 | $973,961 | +3.0% | 26,274 | -2.5% | 0.19% | +0.5% |
| Q1 2023 | $945,227 | +11.4% | 26,960 | +3.1% | 0.18% | +12.8% |
| Q4 2022 | $848,445 | -6.4% | 26,146 | -3.8% | 0.16% | -2.4% |
| Q3 2022 | $906,000 | 0.0% | 27,167 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $906,000 | -18.5% | 27,167 | -0.9% | 0.17% | +2.4% |
| Q1 2022 | $1,111,000 | -2.5% | 27,414 | +6.7% | 0.16% | +1.2% |
| Q4 2021 | $1,139,000 | +8.3% | 25,689 | -0.5% | 0.16% | +9.5% |
| Q3 2021 | $1,052,000 | -3.5% | 25,816 | -3.7% | 0.15% | -4.5% |
| Q2 2021 | $1,090,000 | -2.9% | 26,819 | -10.8% | 0.16% | +3.3% |
| Q1 2021 | $1,123,000 | -19.4% | 30,077 | -21.0% | 0.15% | -36.7% |
| Q4 2020 | $1,394,000 | +34.8% | 38,091 | +22.6% | 0.24% | +23.4% |
| Q3 2020 | $1,034,000 | +29.2% | 31,068 | +18.7% | 0.19% | +7.9% |
| Q2 2020 | $800,000 | +67.7% | 26,177 | +41.3% | 0.18% | +40.2% |
| Q1 2020 | $477,000 | +6.2% | 18,521 | +14.9% | 0.13% | +21.0% |
| Q3 2019 | $449,000 | – | 16,115 | – | 0.10% | – |
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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% |