WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $415,000 | -17.7% | 12,455 | 0.0% | 0.28% | +3.0% |
| Q1 2022 | $504,000 | -8.7% | 12,455 | 0.0% | 0.27% | -2.6% |
| Q4 2021 | $552,000 | +5.3% | 12,455 | -3.2% | 0.27% | -1.1% |
| Q3 2021 | $524,000 | +0.2% | 12,870 | 0.0% | 0.28% | -1.8% |
| Q2 2021 | $523,000 | +9.0% | 12,870 | 0.0% | 0.28% | -1.4% |
| Q1 2021 | $480,000 | +1.9% | 12,870 | 0.0% | 0.29% | -8.3% |
| Q4 2020 | $471,000 | +10.0% | 12,870 | 0.0% | 0.31% | -7.1% |
| Q3 2020 | $428,000 | +8.9% | 12,870 | 0.0% | 0.34% | +9.4% |
| Q2 2020 | $393,000 | – | 12,870 | – | 0.31% | – |
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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% |