WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,662 | -2.4% | 15,665 | +3.5% | 0.34% | -8.6% |
| Q2 2023 | $560,958 | +4.5% | 15,132 | -1.2% | 0.37% | +7.2% |
| Q1 2023 | $536,718 | -96.3% | 15,309 | -96.5% | 0.35% | -96.2% |
| Q4 2022 | $14,343,268 | +37.5% | 442,011 | +29.6% | 9.13% | +25.5% |
| Q3 2022 | $10,431,000 | -9.2% | 341,117 | -1.0% | 7.27% | -13.6% |
| Q2 2022 | $11,484,000 | -17.0% | 344,455 | +0.8% | 8.42% | -5.5% |
| Q1 2022 | $13,841,000 | -9.5% | 341,596 | -1.0% | 8.91% | -20.7% |
| Q4 2021 | $15,293,000 | +810.3% | 344,982 | +736.4% | 11.23% | +766.5% |
| Q3 2021 | $1,680,000 | +12.2% | 41,247 | +13.7% | 1.30% | +14.1% |
| Q2 2021 | $1,497,000 | +6.5% | 36,265 | +1.8% | 1.14% | +2.3% |
| Q1 2021 | $1,405,000 | -49.7% | 35,641 | -53.3% | 1.11% | -56.2% |
| Q4 2020 | $2,796,000 | – | 76,384 | – | 2.53% | – |
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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% |