WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5 | 0.0% | 123 | -0.8% | 0.00% | 0.0% |
| Q1 2024 | $5 | 0.0% | 124 | -4.6% | 0.00% | 0.0% |
| Q4 2023 | $5 | +25.0% | 130 | +3.2% | 0.00% | 0.0% |
| Q3 2023 | $4 | -33.3% | 126 | -17.6% | 0.00% | -40.0% |
| Q2 2023 | $6 | 0.0% | 153 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $6 | -50.0% | 160 | -56.5% | 0.01% | 0.0% |
| Q4 2022 | $12 | -99.8% | 368 | +104.4% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | -40.0% | 180 | -41.7% | 0.01% | -37.5% |
| Q2 2022 | $10,000 | -16.7% | 309 | +6.6% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -29.4% | 290 | -23.3% | 0.01% | -66.7% |
| Q4 2021 | $17,000 | – | 378 | – | 0.02% | – |
Download | ||||||
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% |