WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286 | -97.2% | 8,188 | -97.0% | 0.11% | -97.1% |
| Q2 2023 | $10,172 | +15.8% | 274,414 | +9.6% | 3.90% | +8.6% |
| Q1 2023 | $8,781 | +8.3% | 250,471 | +0.2% | 3.59% | +1.7% |
| Q4 2022 | $8,111 | -99.9% | 249,980 | -0.5% | 3.53% | -3.3% |
| Q3 2022 | $7,680,000 | -7.0% | 251,161 | +1.4% | 3.65% | -3.8% |
| Q2 2022 | $8,254,000 | -19.4% | 247,599 | -2.0% | 3.79% | -9.6% |
| Q1 2022 | $10,241,000 | +1880.9% | 252,749 | +2063.8% | 4.20% | +1798.6% |
| Q4 2021 | $517,000 | – | 11,681 | – | 0.22% | – |
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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% |