WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,164 | -3.6% | 19,999 | +2.2% | 0.05% | -3.8% |
| Q2 2023 | $725,454 | +12.2% | 19,570 | +6.1% | 0.05% | +13.0% |
| Q1 2023 | $646,389 | +23.4% | 18,437 | +14.2% | 0.05% | +17.9% |
| Q4 2022 | $524,020 | +32.0% | 16,149 | +24.5% | 0.04% | +18.2% |
| Q3 2022 | $397,000 | +70.4% | 12,966 | +125.6% | 0.03% | +120.0% |
| Q1 2022 | $233,000 | +4.0% | 5,748 | +13.9% | 0.02% | +7.1% |
| Q4 2021 | $224,000 | – | 5,047 | – | 0.01% | – |
Download | ||||||
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% |