WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 12 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,172 | -0.1% | 33,538 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $1,173 | +10.1% | 31,654 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $1,065 | +7.5% | 30,390 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $991 | -99.9% | 30,526 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $997,000 | -8.2% | 32,611 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $1,086,000 | -55.4% | 32,611 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $2,437,000 | -7.8% | 60,148 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $2,643,000 | +18.1% | 59,611 | +8.6% | 0.01% | 0.0% |
| Q3 2021 | $2,237,000 | +0.8% | 54,913 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $2,219,000 | +10.6% | 54,611 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $2,006,000 | +19.9% | 53,725 | +17.6% | 0.01% | +25.0% |
| Q4 2020 | $1,673,000 | +21.2% | 45,700 | +10.2% | 0.01% | 0.0% |
| Q3 2020 | $1,380,000 | +6.2% | 41,476 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $1,300,000 | +10.1% | 42,530 | -7.3% | 0.01% | -11.1% |
| Q1 2020 | $1,181,000 | -12.9% | 45,858 | +0.2% | 0.01% | 0.0% |
| Q4 2019 | $1,356,000 | +43.2% | 45,779 | +34.8% | 0.01% | +28.6% |
| Q3 2019 | $947,000 | – | 33,963 | – | 0.01% | – |
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% |