WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,929 | +4.1% | 11,407 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $384,273 | -16.5% | 11,842 | -21.1% | 0.00% | 0.0% |
| Q3 2022 | $460,000 | -83.4% | 15,017 | -82.0% | 0.00% | -80.0% |
| Q2 2022 | $2,776,000 | -67.6% | 83,246 | -60.6% | 0.01% | -64.3% |
| Q1 2022 | $8,562,000 | -18.9% | 211,308 | -11.2% | 0.01% | -12.5% |
| Q4 2021 | $10,551,000 | +7.0% | 237,990 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $9,863,000 | -0.3% | 242,088 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $9,894,000 | +10.1% | 243,453 | +1.1% | 0.02% | 0.0% |
| Q1 2021 | $8,988,000 | -20.6% | 240,760 | -22.2% | 0.02% | -27.3% |
| Q4 2020 | $11,326,000 | -10.7% | 309,464 | -18.8% | 0.02% | -21.4% |
| Q3 2020 | $12,685,000 | – | 381,151 | – | 0.03% | – |
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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% |