WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 71 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $52,389,310 | +83.2% | 1,498,568 | +94.3% | 0.08% | +51.0% |
Q2 2023 | $28,591,088 | +1198.5% | 771,293 | +1128.2% | 0.05% | +1175.0% |
Q1 2023 | $2,201,774 | +910.0% | 62,800 | +835.1% | 0.00% | – |
Q4 2022 | $218,000 | +5.3% | 6,716 | -0.8% | 0.00% | – |
Q3 2022 | $207,000 | -17.5% | 6,770 | -10.2% | 0.00% | -100.0% |
Q2 2022 | $251,000 | -89.0% | 7,542 | -86.6% | 0.00% | -75.0% |
Q1 2022 | $2,276,000 | -27.6% | 56,177 | -20.8% | 0.00% | -33.3% |
Q4 2021 | $3,143,000 | -4.8% | 70,914 | -12.5% | 0.01% | -14.3% |
Q3 2021 | $3,303,000 | -12.8% | 81,089 | -13.1% | 0.01% | -12.5% |
Q2 2021 | $3,790,000 | +24.1% | 93,266 | +14.0% | 0.01% | +14.3% |
Q1 2021 | $3,053,000 | +11.6% | 81,803 | +9.4% | 0.01% | 0.0% |
Q4 2020 | $2,735,000 | -4.5% | 74,748 | -13.2% | 0.01% | -22.2% |
Q3 2020 | $2,865,000 | +84.8% | 86,092 | +69.7% | 0.01% | +80.0% |
Q2 2020 | $1,550,000 | +5640.7% | 50,718 | +4739.5% | 0.01% | – |
Q1 2020 | $27,000 | – | 1,048 | – | 0.00% | – |
Download |
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% |