WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,008,792 | +1.0% | 286,293 | +7.1% | 0.01% | 0.0% |
| Q2 2023 | $9,905,523 | -15.0% | 267,211 | -19.6% | 0.01% | -22.2% |
| Q1 2023 | $11,651,361 | +14.7% | 332,326 | +6.1% | 0.01% | 0.0% |
| Q4 2022 | $10,159,792 | +6.4% | 313,091 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $9,546,000 | -9.8% | 312,156 | -1.7% | 0.01% | -10.0% |
| Q2 2022 | $10,588,000 | -16.5% | 317,583 | +1.5% | 0.01% | -9.1% |
| Q1 2022 | $12,674,000 | +126.1% | 312,775 | +147.4% | 0.01% | +120.0% |
| Q4 2021 | $5,605,000 | +84.8% | 126,427 | +69.8% | 0.01% | +66.7% |
| Q3 2021 | $3,033,000 | +51.1% | 74,439 | +50.7% | 0.00% | +50.0% |
| Q2 2021 | $2,007,000 | +74.7% | 49,392 | +60.5% | 0.00% | +100.0% |
| Q1 2021 | $1,149,000 | +18.7% | 30,772 | +16.3% | 0.00% | 0.0% |
| Q4 2020 | $968,000 | +41.1% | 26,452 | +28.4% | 0.00% | 0.0% |
| Q3 2020 | $686,000 | +53.5% | 20,603 | +40.8% | 0.00% | 0.0% |
| Q2 2020 | $447,000 | – | 14,638 | – | 0.00% | – |
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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% |