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 | $947,416 | -5.7% | 27,100 | 0.0% | 0.29% | -6.5% |
| Q2 2023 | $1,004,597 | +5.5% | 27,100 | -0.2% | 0.31% | -6.4% |
| Q1 2023 | $951,879 | -2.4% | 27,150 | -9.6% | 0.33% | -20.3% |
| Q4 2022 | $974,798 | +4.3% | 30,040 | -1.8% | 0.41% | -8.0% |
| Q3 2022 | $935,000 | -8.8% | 30,600 | -0.5% | 0.45% | -1.8% |
| Q2 2022 | $1,025,000 | -99.9% | 30,760 | -8.7% | 0.46% | -6.0% |
| Q1 2022 | $1,365,321,000 | +95443.8% | 33,695 | +4.5% | 0.49% | -12.4% |
| Q4 2021 | $1,429,000 | -14.3% | 32,245 | -21.2% | 0.56% | -14.5% |
| Q3 2021 | $1,667,000 | – | 40,935 | – | 0.65% | – |
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% |