WISDOMTREE TR's ticker is NTSE and the CUSIP is 97717Y642. A total of 11 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $220,868 | +0.9% | 8,324 | -8.6% | 0.06% | -8.5% |
| Q3 2022 | $219,000 | -39.7% | 9,103 | -28.6% | 0.07% | -44.1% |
| Q2 2022 | $363,000 | -16.6% | 12,748 | -4.0% | 0.13% | -22.1% |
| Q1 2022 | $435,000 | -20.3% | 13,283 | -9.5% | 0.16% | -18.5% |
| Q4 2021 | $546,000 | +83.8% | 14,682 | +88.2% | 0.20% | +52.7% |
| Q3 2021 | $297,000 | – | 7,802 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 90,292 | $2,457,743 | 2.52% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,166,374 | $32,732,201 | 2.22% |
| DRIVE WEALTH MANAGEMENT, LLC | 17,583 | $493,441 | 0.21% |
| OneDigital Investment Advisors LLC | 145,962 | $4,096,170 | 0.10% |
| OLD MISSION CAPITAL LLC | 72,622 | $2,038,005 | 0.04% |
| Wealthcare Advisory Partners LLC | 27,031 | $758,576 | 0.03% |
| JANE STREET GROUP, LLC | 68,920 | $1,934,116 | 0.00% |
| LPL Financial LLC | 12,726 | $357,132 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| OSAIC HOLDINGS, INC. | 4,101 | $115,077 | 0.00% |