WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,228,761 | +12.7% | 29,097 | +4.9% | 0.01% | 0.0% |
| Q4 2023 | $1,089,858 | +24.6% | 27,732 | +10.8% | 0.01% | +16.7% |
| Q3 2023 | $874,734 | -8.1% | 25,021 | -2.6% | 0.01% | -7.7% |
| Q2 2023 | $952,225 | +19.5% | 25,687 | +13.0% | 0.01% | +8.3% |
| Q1 2023 | $796,850 | +48.7% | 22,728 | +37.7% | 0.01% | +33.3% |
| Q4 2022 | $535,713 | +3.8% | 16,509 | -2.2% | 0.01% | 0.0% |
| Q3 2022 | $516,000 | – | 16,874 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 847,403 | $32,175,896 | 21.21% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,021,467 | $223,215,770 | 16.29% |
| RATIONAL ADVISORS LLC | 1,382,705 | $51,256,875 | 4.24% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 274,414 | $10,172 | 3.90% |
| Professional Financial Advisors, LLC | 175,176 | $6,493,763 | 3.36% |
| Fermata Advisors, LLC | 87,608 | $3,247,841 | 2.94% |
| RHS Financial, LLC | 80,261 | $2,975,278 | 2.18% |
| KLR INVESTMENT ADVISORS, LLC | 67,413 | $2,499,000 | 2.06% |
| Leading Edge Financial Planning LLC | 45,363 | $1,681,603 | 1.10% |
| BlackDiamond Wealth Management, LLC | 33,894 | $1,284,572 | 1.09% |