WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 44 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,943,704 | -3.5% | 313,035 | +2.3% | 0.06% | -4.4% |
| Q2 2023 | $11,339,317 | +12.5% | 305,889 | +6.4% | 0.07% | +4.6% |
| Q1 2023 | $10,080,396 | +18.1% | 287,518 | +9.3% | 0.06% | +4.8% |
| Q4 2022 | $8,534,981 | +16.2% | 263,019 | +9.5% | 0.06% | +6.9% |
| Q3 2022 | $7,346,000 | +19.7% | 240,219 | +30.5% | 0.06% | +18.4% |
| Q2 2022 | $6,136,000 | +70.0% | 184,038 | +106.6% | 0.05% | +96.0% |
| Q1 2022 | $3,609,000 | +176.3% | 89,061 | +202.3% | 0.02% | +177.8% |
| Q4 2021 | $1,306,000 | +7.8% | 29,464 | -0.9% | 0.01% | -10.0% |
| Q3 2021 | $1,211,000 | -61.1% | 29,731 | -61.2% | 0.01% | -63.0% |
| Q2 2021 | $3,117,000 | – | 76,687 | – | 0.03% | – |
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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% |