WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,190 | -24.8% | 6,884 | -28.8% | 0.00% | -33.3% |
| Q1 2023 | $339,135 | -2.2% | 9,673 | -9.5% | 0.01% | 0.0% |
| Q4 2022 | $346,761 | -88.7% | 10,686 | -89.3% | 0.01% | -92.6% |
| Q3 2022 | $3,065,000 | -19.7% | 100,224 | -12.4% | 0.08% | -6.9% |
| Q2 2022 | $3,815,000 | -34.1% | 114,414 | -19.9% | 0.09% | -25.0% |
| Q1 2022 | $5,789,000 | +9.7% | 142,858 | +20.0% | 0.12% | +8.4% |
| Q4 2021 | $5,279,000 | +77.6% | 119,087 | +63.2% | 0.11% | +84.5% |
| Q3 2021 | $2,972,000 | +25.8% | 72,955 | +25.5% | 0.06% | +3.6% |
| Q2 2021 | $2,362,000 | +40.2% | 58,115 | +28.7% | 0.06% | +21.7% |
| Q1 2021 | $1,685,000 | +8.7% | 45,147 | +6.6% | 0.05% | -8.0% |
| Q4 2020 | $1,550,000 | +65.6% | 42,337 | +50.5% | 0.05% | +42.9% |
| Q3 2020 | $936,000 | +32.4% | 28,135 | +21.6% | 0.04% | +16.7% |
| Q2 2020 | $707,000 | +224.3% | 23,140 | +173.7% | 0.03% | +150.0% |
| Q1 2020 | $218,000 | – | 8,455 | – | 0.01% | – |
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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% |