WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198,045 | -6.7% | 35,603 | +5.0% | 1.08% | -0.3% |
| Q2 2023 | $1,284,572 | +27.4% | 33,894 | +17.3% | 1.09% | +5.1% |
| Q1 2023 | $1,008,447 | +2.4% | 28,887 | -2.3% | 1.03% | -7.4% |
| Q4 2022 | $984,475 | +2.5% | 29,555 | -0.0% | 1.12% | -3.5% |
| Q3 2022 | $960,000 | -16.2% | 29,561 | -10.2% | 1.16% | -19.0% |
| Q2 2022 | $1,145,000 | -9.5% | 32,918 | +5.4% | 1.43% | -5.5% |
| Q1 2022 | $1,265,000 | -29.9% | 31,218 | -23.3% | 1.51% | -27.1% |
| Q4 2021 | $1,804,000 | – | 40,702 | – | 2.07% | – |
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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% |