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 | $6,218,189 | -4.2% | 177,866 | +1.5% | 2.81% | -16.2% |
| Q2 2023 | $6,493,763 | +60.6% | 175,176 | +40.6% | 3.36% | +22.7% |
| Q4 2022 | $4,044,413 | +28.1% | 124,635 | +20.8% | 2.74% | +40.6% |
| Q3 2022 | $3,156,000 | -5.4% | 103,210 | +3.2% | 1.95% | +4.5% |
| Q2 2022 | $3,336,000 | +1655.8% | 100,056 | +2028.4% | 1.86% | +2172.0% |
| Q1 2022 | $190,000 | +33.8% | 4,701 | +46.4% | 0.08% | +34.4% |
| Q4 2021 | $142,000 | +37.9% | 3,211 | +27.5% | 0.06% | +3.4% |
| Q3 2021 | $103,000 | +1.0% | 2,518 | +0.5% | 0.06% | +5.4% |
| Q2 2021 | $102,000 | +9.7% | 2,505 | +0.0% | 0.06% | -3.4% |
| Q1 2021 | $93,000 | – | 2,504 | – | 0.06% | – |
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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% |