WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 19 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,490,416 | -9.0% | 672,824 | +0.4% | 14.95% | -4.0% |
| Q2 2023 | $23,625,533 | -1.9% | 670,323 | -3.5% | 15.58% | -6.5% |
| Q1 2023 | $24,080,183 | +33.8% | 694,754 | +22.5% | 16.65% | +11.5% |
| Q4 2022 | $17,994,718 | +20.9% | 567,120 | +3.5% | 14.94% | +12.5% |
| Q3 2022 | $14,881,000 | +62.7% | 547,717 | +85.3% | 13.27% | +88.0% |
| Q2 2022 | $9,145,000 | – | 295,530 | – | 7.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 672,824 | $21,490,416 | 14.95% |
| SYM FINANCIAL Corp | 2,057,702 | $65,724,240 | 11.66% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,797,690 | $89,359,891 | 6.66% |
| Professional Financial Advisors, LLC | 126,438 | $4,038,492 | 1.83% |
| Fermata Advisors, LLC | 32,114 | $1,025,839 | 0.29% |
| OneDigital Investment Advisors LLC | 394,484 | $12,600,068 | 0.27% |
| RHS Financial, LLC | 10,149 | $324,165 | 0.23% |
| Wealthcare Advisory Partners LLC | 95,459 | $3,049,027 | 0.14% |
| CWM, LLC | 407,919 | $13,029 | 0.08% |
| Avion Wealth | 8,437 | $269 | 0.08% |