WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 19 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,821 | +2.8% | 599,337 | +4.7% | 0.10% | 0.0% |
| Q1 2024 | $21,219 | +12.1% | 572,568 | +8.0% | 0.10% | +1.0% |
| Q4 2023 | $18,931 | +45.3% | 529,924 | +29.9% | 0.10% | +27.5% |
| Q3 2023 | $13,029 | +17.3% | 407,919 | +26.5% | 0.08% | +15.9% |
| Q2 2023 | $11,109 | +16.4% | 322,535 | +16.0% | 0.07% | +6.2% |
| Q1 2023 | $9,546 | +17.1% | 278,074 | +8.3% | 0.06% | +8.3% |
| Q4 2022 | $8,149 | – | 256,827 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 567,120 | $17,994,718 | 14.94% |
| SYM FINANCIAL Corp | 1,778,748 | $56,439,677 | 13.42% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,514,082 | $79,771,812 | 5.70% |
| Professional Financial Advisors, LLC | 99,327 | $3,151,633 | 2.13% |
| RHS Financial, LLC | 26,692 | $847,000 | 0.67% |
| OneDigital Investment Advisors LLC | 389,487 | $12,358,417 | 0.36% |
| Fermata Advisors, LLC | 37,767 | $1,198,514 | 0.36% |
| Wealthcare Advisory Partners LLC | 49,547 | $1,572,126 | 0.08% |
| Avion Wealth | 8,437 | $229 | 0.07% |
| CWM, LLC | 256,827 | $8,149 | 0.06% |