WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,732 | -46.2% | 8,345 | -43.0% | 0.01% | -47.6% |
| Q2 2023 | $542,506 | -6.9% | 14,635 | -12.0% | 0.02% | -12.5% |
| Q1 2023 | $582,856 | -29.7% | 16,625 | -34.9% | 0.02% | -42.9% |
| Q4 2022 | $828,805 | +41.4% | 25,541 | +33.3% | 0.04% | +35.5% |
| Q3 2022 | $586,000 | -20.1% | 19,165 | -12.8% | 0.03% | -16.2% |
| Q2 2022 | $733,000 | -64.0% | 21,979 | -56.2% | 0.04% | -56.5% |
| Q1 2022 | $2,035,000 | -17.7% | 50,215 | -10.0% | 0.08% | -20.6% |
| Q4 2021 | $2,473,000 | +3.7% | 55,796 | -4.7% | 0.11% | -10.1% |
| Q3 2021 | $2,385,000 | +2.5% | 58,533 | +2.2% | 0.12% | +1.7% |
| Q2 2021 | $2,327,000 | +1.2% | 57,268 | -7.0% | 0.12% | -14.0% |
| Q1 2021 | $2,300,000 | – | 61,611 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 1,495,878 | $45,744,000 | 22.15% |
| WJ Interests, LLC | 644,706 | $19,715,000 | 17.58% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,129,312 | $156,854,000 | 12.12% |
| ACT Advisors, LLC. | 341,117 | $10,431,000 | 7.27% |
| STAPP WEALTH MANAGEMENT, PLLC | 62,831 | $1,921,000 | 5.60% |
| RATIONAL ADVISORS LLC | 1,709,366 | $52,273,000 | 4.12% |
| RHS Financial, LLC | 150,879 | $4,614,000 | 4.10% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 251,161 | $7,680,000 | 3.65% |
| Professional Financial Advisors, LLC | 103,210 | $3,156,000 | 1.95% |
| BlackDiamond Wealth Management, LLC | 29,561 | $960,000 | 1.16% |