WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,000 | -53.0% | 12,500 | -50.2% | 0.00% | -50.0% |
| Q2 2023 | $930,457 | -24.4% | 25,100 | -28.5% | 0.01% | -27.3% |
| Q1 2023 | $1,231,132 | +0.3% | 35,115 | -7.1% | 0.01% | 0.0% |
| Q4 2022 | $1,227,097 | +4.3% | 37,815 | -1.7% | 0.01% | -52.2% |
| Q3 2022 | $1,176,000 | -17.5% | 38,465 | -10.1% | 0.02% | 0.0% |
| Q2 2022 | $1,426,000 | -17.1% | 42,765 | +0.7% | 0.02% | -8.0% |
| Q1 2022 | $1,721,000 | -2.4% | 42,465 | +6.8% | 0.02% | 0.0% |
| Q4 2021 | $1,763,000 | +30.3% | 39,765 | +19.7% | 0.02% | +13.6% |
| Q3 2021 | $1,353,000 | +17.5% | 33,215 | +17.3% | 0.02% | +22.2% |
| Q2 2021 | $1,151,000 | +120.1% | 28,315 | +102.2% | 0.02% | +80.0% |
| Q1 2021 | $523,000 | -30.3% | 14,000 | -31.7% | 0.01% | -33.3% |
| Q4 2020 | $750,000 | – | 20,500 | – | 0.02% | – |
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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% |