WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,278,402 | +3.2% | 97,436 | -0.8% | 0.98% | +5.2% |
| Q1 2024 | $4,145,880 | +8.8% | 98,174 | +1.3% | 0.93% | +2.9% |
| Q4 2023 | $3,809,221 | +12.7% | 96,927 | +0.3% | 0.91% | -4.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 668,416 | $21,690,101 | 18.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,937,881 | $192,684,234 | 13.77% |
| ACT Advisors, LLC. | 442,011 | $14,343,268 | 9.13% |
| STAPP WEALTH MANAGEMENT, PLLC | 65,918 | $2,139 | 5.13% |
| RATIONAL ADVISORS LLC | 1,743,259 | $56,568,755 | 4.69% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 249,980 | $8,111 | 3.53% |
| Professional Financial Advisors, LLC | 124,635 | $4,044,413 | 2.74% |
| RHS Financial, LLC | 93,947 | $3,049,000 | 2.42% |
| KLR INVESTMENT ADVISORS, LLC | 62,250 | $2,020,013 | 1.66% |
| BlackDiamond Wealth Management, LLC | 29,555 | $984,475 | 1.12% |