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 2022 | $797,000 | -11.5% | 26,066 | -3.5% | 0.44% | -9.2% |
| Q2 2022 | $901,000 | -83.7% | 27,016 | -80.2% | 0.49% | -82.7% |
| Q1 2022 | $5,522,000 | -27.2% | 136,277 | -20.4% | 2.83% | -23.1% |
| Q4 2021 | $7,590,000 | -20.1% | 171,208 | -26.6% | 3.68% | -39.4% |
| Q3 2021 | $9,505,000 | -1.1% | 233,302 | -1.4% | 6.08% | -3.6% |
| Q2 2021 | $9,614,000 | +13.1% | 236,572 | +3.9% | 6.30% | +4.8% |
| Q1 2021 | $8,499,000 | +9.1% | 227,685 | +6.9% | 6.01% | +2.6% |
| Q4 2020 | $7,793,000 | – | 212,931 | – | 5.86% | – |
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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% |