WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,121,263 | -13.7% | 52,794 | -15.6% | 1.53% | -13.7% |
| Q4 2023 | $2,457,508 | +6.5% | 62,532 | -5.0% | 1.78% | -15.3% |
| Q3 2023 | $2,307,895 | -7.6% | 65,827 | -2.4% | 2.10% | +1.9% |
| Q2 2023 | $2,499,000 | +8.3% | 67,413 | +2.4% | 2.06% | +1.4% |
| Q1 2023 | $2,307,895 | +14.3% | 65,827 | +5.7% | 2.03% | +22.0% |
| Q4 2022 | $2,020,013 | – | 62,250 | – | 1.66% | – |
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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% |