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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,476,360 | $59,822,000 | 25.72% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,234,033 | $212,083,000 | 14.00% |
| ACT Advisors, LLC. | 341,596 | $13,841,000 | 8.91% |
| RHS Financial, LLC | 207,848 | $8,422,000 | 6.20% |
| RATIONAL ADVISORS LLC | 2,522,864 | $102,226,000 | 6.05% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 252,749 | $10,241,000 | 4.20% |
| Garrett Wealth Advisory Group, LLC | 136,277 | $5,522,000 | 2.83% |
| Fermata Advisors, LLC | 180,818 | $7,327,000 | 2.75% |
| BlackDiamond Wealth Management, LLC | 31,218 | $1,265,000 | 1.51% |
| Innova Wealth Partners | 25,320 | $1,026,000 | 0.74% |