WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,624 | +24.3% | 46,466 | +31.9% | 0.00% | 0.0% |
| Q2 2023 | $1,306 | +7.4% | 35,238 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,216 | -5.1% | 34,711 | -12.1% | 0.00% | 0.0% |
| Q4 2022 | $1,281 | -99.8% | 39,480 | +48.2% | 0.00% | +50.0% |
| Q3 2022 | $814,000 | -0.9% | 26,646 | +8.2% | 0.00% | 0.0% |
| Q2 2022 | $821,000 | +22.7% | 24,626 | +49.0% | 0.00% | 0.0% |
| Q1 2022 | $669,000 | -7.0% | 16,522 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $719,000 | +76.2% | 16,228 | +61.9% | 0.00% | +100.0% |
| Q3 2021 | $408,000 | -16.9% | 10,026 | -17.1% | 0.00% | 0.0% |
| Q2 2021 | $491,000 | +14.5% | 12,094 | +5.1% | 0.00% | 0.0% |
| Q1 2021 | $429,000 | -2.7% | 11,510 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $441,000 | – | 12,056 | – | 0.00% | – |
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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% |