WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,079 | -5.4% | 403 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $14,877 | +6.0% | 401 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $14,029 | +8.3% | 400 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $12,948 | +7.9% | 399 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -70.7% | 399 | -67.8% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -18.0% | 1,240 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +13.6% | 1,240 | +23.8% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +83.3% | 1,002 | +66.2% | 0.00% | +100.0% |
| Q3 2021 | $24,000 | 0.0% | 603 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 603 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 603 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | – | 603 | – | 0.00% | – |
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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% |