WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 5 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,127,180 | -57.7% | 66,598 | -54.4% | 0.00% | -50.0% |
| Q2 2023 | $5,027,231 | +943.4% | 145,958 | +940.0% | 0.00% | – |
| Q1 2023 | $481,791 | -87.9% | 14,035 | -88.8% | 0.00% | -100.0% |
| Q4 2022 | $3,986,303 | +64.4% | 125,632 | +40.8% | 0.00% | +100.0% |
| Q3 2022 | $2,425,000 | -27.6% | 89,236 | -17.6% | 0.00% | 0.0% |
| Q2 2022 | $3,350,000 | +20.8% | 108,253 | +43.7% | 0.00% | 0.0% |
| Q1 2022 | $2,774,000 | +167.2% | 75,328 | +192.9% | 0.00% | – |
| Q4 2021 | $1,038,000 | +107.2% | 25,717 | +106.4% | 0.00% | – |
| Q2 2021 | $501,000 | – | 12,462 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 672,824 | $21,490,416 | 14.95% |
| SYM FINANCIAL Corp | 2,057,702 | $65,724,240 | 11.66% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,797,690 | $89,359,891 | 6.66% |
| Professional Financial Advisors, LLC | 126,438 | $4,038,492 | 1.83% |
| Fermata Advisors, LLC | 32,114 | $1,025,839 | 0.29% |
| OneDigital Investment Advisors LLC | 394,484 | $12,600,068 | 0.27% |
| RHS Financial, LLC | 10,149 | $324,165 | 0.23% |
| Wealthcare Advisory Partners LLC | 95,459 | $3,049,027 | 0.14% |
| CWM, LLC | 407,919 | $13,029 | 0.08% |
| Avion Wealth | 8,437 | $269 | 0.08% |