WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,379,885 | +4.1% | 96,680 | +10.4% | 0.95% | -67.6% |
| Q2 2023 | $3,247,841 | +93.6% | 87,608 | +83.1% | 2.94% | +189.7% |
| Q1 2023 | $1,677,971 | -44.4% | 47,859 | -48.5% | 1.01% | +13.4% |
| Q4 2022 | $3,016,640 | -1.0% | 92,957 | -6.7% | 0.89% | -9.8% |
| Q3 2022 | $3,046,000 | -36.7% | 99,592 | -31.0% | 0.99% | -40.9% |
| Q2 2022 | $4,811,000 | -34.3% | 144,308 | -20.2% | 1.68% | -38.9% |
| Q1 2022 | $7,327,000 | -32.1% | 180,818 | -25.7% | 2.75% | -30.5% |
| Q4 2021 | $10,795,000 | +1088.9% | 243,512 | +992.6% | 3.95% | +885.3% |
| Q3 2021 | $908,000 | – | 22,287 | – | 0.40% | – |
Download | ||||||
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% |