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 | $3,262,618 | -11.0% | 93,324 | -5.7% | 0.00% | -50.0% |
| Q2 2023 | $3,667,868 | +6.8% | 98,944 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $3,435,430 | +17.6% | 97,987 | +8.9% | 0.00% | 0.0% |
| Q4 2022 | $2,920,387 | +12.8% | 89,997 | +6.2% | 0.00% | +100.0% |
| Q3 2022 | $2,590,000 | +149.0% | 84,709 | +171.6% | 0.00% | 0.0% |
| Q2 2022 | $1,040,000 | +24.4% | 31,188 | +51.2% | 0.00% | – |
| Q1 2022 | $836,000 | – | 20,628 | – | 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% |