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 | $126,870 | +14.1% | 3,629 | +21.0% | 0.01% | 0.0% |
| Q2 2023 | $111,173 | +17.5% | 2,999 | +11.1% | 0.01% | +20.0% |
| Q1 2023 | $94,627 | +11.9% | 2,699 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $84,565 | -11.9% | 2,606 | -9.7% | 0.01% | -16.7% |
| Q3 2022 | $96,000 | 0.0% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $96,000 | -11.9% | 2,886 | +17.3% | 0.01% | 0.0% |
| Q4 2021 | $109,000 | -39.4% | 2,460 | -44.3% | 0.01% | 0.0% |
| Q3 2021 | $180,000 | +6.5% | 4,419 | +6.3% | 0.01% | +20.0% |
| Q2 2021 | $169,000 | +3.7% | 4,158 | -4.6% | 0.01% | -16.7% |
| Q1 2021 | $163,000 | – | 4,358 | – | 0.01% | – |
Download | ||||||
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% |