WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,720 | +537.3% | 1,365 | +575.7% | 0.00% | – |
| Q2 2023 | $7,488 | +107.9% | 202 | +82.0% | 0.00% | – |
| Q4 2022 | $3,602 | +260.2% | 111 | +382.6% | 0.00% | – |
| Q3 2022 | $1,000 | -97.8% | 23 | -98.0% | 0.00% | – |
| Q3 2021 | $46,000 | +170.6% | 1,134 | +144.4% | 0.00% | – |
| Q1 2021 | $17,000 | -58.5% | 464 | -65.8% | 0.00% | – |
| Q2 2020 | $41,000 | +1950.0% | 1,355 | +1357.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 93 | – | 0.00% | – |
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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% |