WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 71 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 1,476,360 | $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% |