WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 5 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,359,891 | -0.2% | 2,797,690 | +7.6% | 6.66% | +2.0% |
| Q2 2023 | $89,530,715 | +2.1% | 2,599,388 | +1.8% | 6.53% | +10.0% |
| Q1 2023 | $87,695,548 | +9.9% | 2,554,651 | +1.6% | 5.94% | +4.2% |
| Q4 2022 | $79,771,812 | +90.0% | 2,514,082 | +62.7% | 5.70% | +75.8% |
| Q3 2022 | $41,988,000 | -6.3% | 1,545,393 | +6.7% | 3.24% | -2.4% |
| Q2 2022 | $44,830,000 | -17.0% | 1,448,720 | -1.2% | 3.32% | -6.7% |
| Q1 2022 | $53,990,000 | -16.0% | 1,466,278 | -7.9% | 3.56% | -12.8% |
| Q4 2021 | $64,275,000 | – | 1,591,921 | – | 4.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 672,824 | $21,490,416 | 14.95% |
| SYM FINANCIAL Corp | 2,057,702 | $65,724,240 | 11.66% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,797,690 | $89,359,891 | 6.66% |
| Professional Financial Advisors, LLC | 126,438 | $4,038,492 | 1.83% |
| Fermata Advisors, LLC | 32,114 | $1,025,839 | 0.29% |
| OneDigital Investment Advisors LLC | 394,484 | $12,600,068 | 0.27% |
| RHS Financial, LLC | 10,149 | $324,165 | 0.23% |
| Wealthcare Advisory Partners LLC | 95,459 | $3,049,027 | 0.14% |
| CWM, LLC | 407,919 | $13,029 | 0.08% |
| Avion Wealth | 8,437 | $269 | 0.08% |