WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 11 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,777 | -16.2% | 400 | -22.8% | 0.00% | – |
| Q4 2022 | $16,436 | +9.6% | 518 | -9.0% | 0.00% | – |
| Q3 2022 | $15,000 | -11.8% | 569 | +3.3% | 0.00% | – |
| Q2 2022 | $17,000 | -71.7% | 551 | -66.3% | 0.00% | – |
| Q1 2022 | $60,000 | +42.9% | 1,633 | +55.7% | 0.00% | – |
| Q4 2021 | $42,000 | +2000.0% | 1,049 | +1619.7% | 0.00% | – |
| Q3 2021 | $2,000 | – | 61 | – | 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% |