WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,421,430 | -6.3% | 97,867 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $3,652,359 | -47.1% | 98,526 | -50.0% | 0.01% | -50.0% |
| Q1 2023 | $6,908,643 | +463.3% | 197,052 | +421.3% | 0.01% | +400.0% |
| Q4 2022 | $1,226,545 | -99.9% | 37,798 | -52.8% | 0.00% | -50.0% |
| Q3 2022 | $2,446,400,000 | -83.7% | 80,000 | -82.2% | 0.00% | -82.6% |
| Q2 2022 | $14,980,729,000 | -48.5% | 449,332 | -37.4% | 0.02% | -41.0% |
| Q1 2022 | $29,067,346,000 | +342.7% | 717,358 | +384.3% | 0.04% | +333.3% |
| Q4 2021 | $6,566,647,000 | -73.7% | 148,131 | -75.9% | 0.01% | -74.3% |
| Q3 2021 | $24,999,082,000 | +1077.9% | 613,625 | +1075.1% | 0.04% | +1066.7% |
| Q2 2021 | $2,122,261,000 | +70.9% | 52,221 | +57.0% | 0.00% | +50.0% |
| Q1 2021 | $1,241,969,000 | +57.1% | 33,270 | +54.0% | 0.00% | +100.0% |
| Q4 2020 | $790,450,000 | +156.5% | 21,597 | +133.3% | 0.00% | – |
| Q3 2020 | $308,140,000 | +53.6% | 9,259 | +41.1% | 0.00% | – |
| Q2 2020 | $200,600,000 | +453.9% | 6,562 | +366.7% | 0.00% | – |
| Q1 2020 | $36,219,000 | – | 1,406 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 1,495,878 | $45,744,000 | 22.15% |
| WJ Interests, LLC | 644,706 | $19,715,000 | 17.58% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,129,312 | $156,854,000 | 12.12% |
| ACT Advisors, LLC. | 341,117 | $10,431,000 | 7.27% |
| STAPP WEALTH MANAGEMENT, PLLC | 62,831 | $1,921,000 | 5.60% |
| RATIONAL ADVISORS LLC | 1,709,366 | $52,273,000 | 4.12% |
| RHS Financial, LLC | 150,879 | $4,614,000 | 4.10% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 251,161 | $7,680,000 | 3.65% |
| Professional Financial Advisors, LLC | 103,210 | $3,156,000 | 1.95% |
| BlackDiamond Wealth Management, LLC | 29,561 | $960,000 | 1.16% |