WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,665,892 | -7.8% | 848,567 | +0.1% | 20.64% | -2.7% |
| Q2 2023 | $32,175,896 | +3.7% | 847,403 | -4.3% | 21.21% | -1.2% |
| Q1 2023 | $31,040,826 | +43.1% | 885,363 | +32.5% | 21.47% | +19.3% |
| Q4 2022 | $21,690,101 | +10.0% | 668,416 | +3.7% | 18.00% | +2.4% |
| Q3 2022 | $19,715,000 | +47.2% | 644,706 | +60.5% | 17.58% | +70.2% |
| Q2 2022 | $13,389,000 | – | 401,585 | – | 10.33% | – |
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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% |