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 | $211,025,160 | -5.5% | 6,036,189 | +0.2% | 15.74% | -3.4% |
| Q2 2023 | $223,215,770 | +6.8% | 6,021,467 | +1.0% | 16.29% | +15.1% |
| Q1 2023 | $208,928,919 | +8.4% | 5,959,182 | +0.4% | 14.15% | +2.8% |
| Q4 2022 | $192,684,234 | +22.8% | 5,937,881 | +15.8% | 13.77% | +13.7% |
| Q3 2022 | $156,854,000 | -7.4% | 5,129,312 | +1.0% | 12.12% | -3.5% |
| Q2 2022 | $169,328,000 | -20.2% | 5,078,817 | -3.0% | 12.55% | -10.3% |
| Q1 2022 | $212,083,000 | -13.0% | 5,234,033 | -4.8% | 14.00% | -9.7% |
| Q4 2021 | $243,701,000 | -8.2% | 5,497,423 | -15.6% | 15.50% | -16.0% |
| Q3 2021 | $265,482,000 | -1.3% | 6,516,483 | -1.6% | 18.45% | +4.5% |
| Q2 2021 | $269,013,000 | +9.1% | 6,619,411 | +0.3% | 17.66% | -0.4% |
| Q1 2021 | $246,481,000 | +3.2% | 6,602,757 | +1.2% | 17.72% | -2.0% |
| Q4 2020 | $238,731,000 | +4.4% | 6,522,719 | -5.1% | 18.09% | -17.6% |
| Q3 2020 | $228,669,000 | +44.1% | 6,871,073 | +32.3% | 21.96% | -5.8% |
| Q2 2020 | $158,733,000 | +140.7% | 5,192,448 | +102.8% | 23.32% | +102.6% |
| Q1 2020 | $65,948,000 | – | 2,560,074 | – | 11.51% | – |
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% |