WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 27 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,653,461 | +2.3% | 732,073 | +4.1% | 13.27% | -3.5% |
| Q1 2024 | $26,063,382 | +7.6% | 703,275 | +3.7% | 13.75% | -10.0% |
| Q4 2023 | $24,231,537 | +12.8% | 678,306 | +0.8% | 15.28% | +2.2% |
| 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 | 678,306 | $24,231,537 | 15.28% |
| SYM FINANCIAL Corp | 2,071,084 | $73,986,589 | 11.98% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,905,352 | $103,789,642 | 7.13% |
| Professional Financial Advisors, LLC | 140,326 | $5,012,934 | 1.66% |
| Fermata Advisors, LLC | 33,657 | $1,202,355 | 0.29% |
| OneDigital Investment Advisors LLC | 442,066 | $15,792,179 | 0.28% |
| Leading Edge Financial Planning LLC | 8,631 | $308,331 | 0.16% |
| Wealthcare Advisory Partners LLC | 98,923 | $3,533,896 | 0.14% |
| CWM, LLC | 529,924 | $18,931 | 0.10% |
| Avion Wealth | 8,437 | $301 | 0.08% |