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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,079 | -5.4% | 403 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $14,877 | +6.0% | 401 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $14,029 | +8.3% | 400 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $12,948 | +7.9% | 399 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -70.7% | 399 | -67.8% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -18.0% | 1,240 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +13.6% | 1,240 | +23.8% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +83.3% | 1,002 | +66.2% | 0.00% | +100.0% |
| Q3 2021 | $24,000 | 0.0% | 603 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 603 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 603 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | – | 603 | – | 0.00% | – |
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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% |