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 | $35 | -43.5% | 1 | -50.0% | 0.00% | – |
| Q2 2023 | $62 | +148.0% | 2 | +100.0% | 0.00% | – |
| Q1 2023 | $25 | -34.2% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $38 | -100.0% | 1,482 | -87.7% | 0.00% | -87.5% |
| Q3 2022 | $317,000 | +5.0% | 12,042 | +5.3% | 0.01% | -20.0% |
| Q2 2022 | $302,000 | -24.3% | 11,437 | -25.1% | 0.01% | +100.0% |
| Q1 2022 | $399,000 | +232.5% | 15,261 | +466.3% | 0.01% | +150.0% |
| Q4 2021 | $120,000 | +36.4% | 2,695 | +28.5% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -27.3% | 2,098 | -29.5% | 0.00% | -33.3% |
| Q2 2021 | $121,000 | +14.2% | 2,976 | +2.4% | 0.00% | +50.0% |
| Q1 2021 | $106,000 | -0.9% | 2,906 | -0.8% | 0.00% | -50.0% |
| Q4 2020 | $107,000 | +723.1% | 2,929 | +654.9% | 0.00% | +300.0% |
| Q3 2020 | $13,000 | +1200.0% | 388 | +948.6% | 0.00% | – |
| Q2 2020 | $1,000 | – | 37 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 1,476,360 | $59,822,000 | 25.72% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,234,033 | $212,083,000 | 14.00% |
| ACT Advisors, LLC. | 341,596 | $13,841,000 | 8.91% |
| RHS Financial, LLC | 207,848 | $8,422,000 | 6.20% |
| RATIONAL ADVISORS LLC | 2,522,864 | $102,226,000 | 6.05% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 252,749 | $10,241,000 | 4.20% |
| Garrett Wealth Advisory Group, LLC | 136,277 | $5,522,000 | 2.83% |
| Fermata Advisors, LLC | 180,818 | $7,327,000 | 2.75% |
| BlackDiamond Wealth Management, LLC | 31,218 | $1,265,000 | 1.51% |
| Innova Wealth Partners | 25,320 | $1,026,000 | 0.74% |