WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,011 | -18.2% | 28,919 | -13.3% | 0.01% | -14.3% |
| Q2 2023 | $1,236 | +3.6% | 33,354 | -2.0% | 0.01% | -12.5% |
| Q1 2023 | $1,193 | +11.7% | 34,039 | +3.4% | 0.01% | +14.3% |
| Q4 2022 | $1,068 | -99.9% | 32,907 | +3.7% | 0.01% | 0.0% |
| Q3 2022 | $970,000 | +16.4% | 31,726 | +26.9% | 0.01% | +16.7% |
| Q2 2022 | $833,000 | +14.7% | 24,993 | +39.5% | 0.01% | +20.0% |
| Q1 2022 | $726,000 | +215.7% | 17,919 | +244.9% | 0.01% | +150.0% |
| Q4 2021 | $230,000 | – | 5,196 | – | 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% |