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 | $692,837 | -5.8% | 19,818 | -0.2% | 0.62% | -0.8% |
| Q2 2023 | $735,765 | +8.3% | 19,848 | +2.4% | 0.63% | +5.2% |
| Q1 2023 | $679,673 | +136.5% | 19,386 | +118.9% | 0.60% | +136.5% |
| Q4 2022 | $287,377 | -54.3% | 8,856 | -56.9% | 0.25% | -56.1% |
| Q3 2022 | $629,000 | -25.5% | 20,567 | -18.8% | 0.57% | -19.2% |
| Q2 2022 | $844,000 | -17.7% | 25,320 | 0.0% | 0.71% | -3.8% |
| Q1 2022 | $1,026,000 | -12.5% | 25,320 | -4.3% | 0.74% | -11.1% |
| Q4 2021 | $1,173,000 | +9.1% | 26,466 | +0.3% | 0.83% | -2.6% |
| Q3 2021 | $1,075,000 | +0.3% | 26,376 | 0.0% | 0.85% | +0.8% |
| Q2 2021 | $1,072,000 | +9.4% | 26,376 | +0.5% | 0.84% | +1.4% |
| Q1 2021 | $980,000 | +7.5% | 26,246 | +5.3% | 0.83% | -2.2% |
| Q4 2020 | $912,000 | – | 24,926 | – | 0.85% | – |
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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% |