WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 44 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,949,437 | +128.0% | 54,287 | +133.7% | 0.76% | +143.6% |
| Q2 2023 | $855,096 | -6.1% | 23,230 | -9.4% | 0.31% | -13.0% |
| Q1 2023 | $910,804 | +7.5% | 25,642 | +2.6% | 0.36% | -19.1% |
| Q4 2022 | $847,639 | +3.4% | 24,982 | -1.1% | 0.45% | -3.0% |
| Q3 2022 | $820,000 | -14.7% | 25,260 | -3.5% | 0.46% | -9.4% |
| Q2 2022 | $961,000 | +3.2% | 26,167 | +2.3% | 0.51% | -2.1% |
| Q1 2022 | $931,000 | -15.5% | 25,579 | -4.0% | 0.52% | -49.8% |
| Q4 2021 | $1,102,000 | -5.7% | 26,644 | +0.9% | 1.03% | -3.4% |
| Q3 2021 | $1,168,000 | -64.6% | 26,419 | -66.3% | 1.07% | +48.4% |
| Q2 2021 | $3,298,000 | +15.1% | 78,483 | +8.3% | 0.72% | -15.0% |
| Q1 2021 | $2,866,000 | +11.3% | 72,457 | +2.5% | 0.85% | +8.2% |
| Q4 2020 | $2,574,000 | +12.5% | 70,707 | +3.8% | 0.78% | -16.1% |
| Q3 2020 | $2,288,000 | – | 68,092 | – | 0.94% | – |
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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% |