WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $500,448 | +108.1% | 13,500 | +96.8% | 0.01% | -28.6% |
| Q1 2023 | $240,490 | -93.3% | 6,859 | -94.3% | 0.01% | -87.5% |
| Q4 2022 | $3,615,409 | +848.9% | 121,329 | +873.8% | 0.11% | +239.4% |
| Q3 2022 | $381,000 | -20.6% | 12,459 | -13.5% | 0.03% | -17.5% |
| Q2 2022 | $480,000 | -24.3% | 14,408 | -7.9% | 0.04% | -11.1% |
| Q1 2022 | $634,000 | -38.6% | 15,640 | -32.9% | 0.04% | -39.2% |
| Q4 2021 | $1,033,000 | +127.5% | 23,298 | +109.3% | 0.07% | +89.7% |
| Q3 2021 | $454,000 | +31.2% | 11,132 | +30.8% | 0.04% | +25.8% |
| Q2 2021 | $346,000 | -9.2% | 8,511 | -31.7% | 0.03% | -6.1% |
| Q3 2011 | $381,000 | – | 12,459 | – | 0.03% | – |
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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% |