WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,546,870 | -14.4% | 72,851 | -9.2% | 1.78% | -18.5% |
| Q2 2023 | $2,975,278 | -0.6% | 80,261 | -6.0% | 2.18% | -4.0% |
| Q1 2023 | $2,994,238 | -1.8% | 85,403 | -9.1% | 2.28% | -6.1% |
| Q4 2022 | $3,049,000 | -33.9% | 93,947 | -37.7% | 2.42% | -40.9% |
| Q3 2022 | $4,614,000 | -28.2% | 150,879 | -21.7% | 4.10% | -22.3% |
| Q2 2022 | $6,425,000 | -23.7% | 192,698 | -7.3% | 5.28% | -14.8% |
| Q1 2022 | $8,422,000 | -3.8% | 207,848 | +5.3% | 6.20% | +2.1% |
| Q4 2021 | $8,754,000 | +13.3% | 197,476 | +4.2% | 6.07% | +7.9% |
| Q3 2021 | $7,723,000 | +22.4% | 189,562 | +22.1% | 5.63% | +19.4% |
| Q2 2021 | $6,311,000 | +24.4% | 155,290 | +14.3% | 4.72% | +11.5% |
| Q1 2021 | $5,072,000 | +54.0% | 135,874 | +51.0% | 4.23% | +49.8% |
| Q4 2020 | $3,293,000 | +4.1% | 89,977 | -5.3% | 2.82% | -11.2% |
| Q3 2020 | $3,162,000 | +21.6% | 95,016 | +11.7% | 3.18% | +4.7% |
| Q2 2020 | $2,601,000 | +42.6% | 85,072 | +20.1% | 3.04% | +24.4% |
| Q1 2020 | $1,824,000 | +3.9% | 70,810 | +19.5% | 2.44% | +33.2% |
| Q4 2019 | $1,755,000 | +25.7% | 59,244 | +18.4% | 1.83% | +11.5% |
| Q3 2019 | $1,396,000 | +18.6% | 50,048 | +15.5% | 1.64% | +11.6% |
| Q2 2019 | $1,177,000 | +16.8% | 43,320 | +11.0% | 1.47% | +13.2% |
| Q1 2019 | $1,008,000 | +30.1% | 39,044 | +14.7% | 1.30% | +16.4% |
| Q4 2018 | $775,000 | – | 34,042 | – | 1.12% | – |
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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% |