WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,546,870 | -14.4% | 72,851 | -9.2% | 1.78% | -18.5% |
| Q2 2023 | $2,975,278 | -0.6% | 80,261 | -6.0% | 2.18% | -4.0% |
| Q1 2023 | $2,994,238 | -1.8% | 85,403 | -9.1% | 2.28% | -6.1% |
| Q4 2022 | $3,049,000 | -33.9% | 93,947 | -37.7% | 2.42% | -40.9% |
| Q3 2022 | $4,614,000 | -28.2% | 150,879 | -21.7% | 4.10% | -22.3% |
| Q2 2022 | $6,425,000 | -23.7% | 192,698 | -7.3% | 5.28% | -14.8% |
| Q1 2022 | $8,422,000 | -3.8% | 207,848 | +5.3% | 6.20% | +2.1% |
| Q4 2021 | $8,754,000 | +13.3% | 197,476 | +4.2% | 6.07% | +7.9% |
| Q3 2021 | $7,723,000 | +22.4% | 189,562 | +22.1% | 5.63% | +19.4% |
| Q2 2021 | $6,311,000 | +24.4% | 155,290 | +14.3% | 4.72% | +11.5% |
| Q1 2021 | $5,072,000 | +54.0% | 135,874 | +51.0% | 4.23% | +49.8% |
| Q4 2020 | $3,293,000 | +4.1% | 89,977 | -5.3% | 2.82% | -11.2% |
| Q3 2020 | $3,162,000 | +21.6% | 95,016 | +11.7% | 3.18% | +4.7% |
| Q2 2020 | $2,601,000 | +42.6% | 85,072 | +20.1% | 3.04% | +24.4% |
| Q1 2020 | $1,824,000 | +3.9% | 70,810 | +19.5% | 2.44% | +33.2% |
| Q4 2019 | $1,755,000 | +25.7% | 59,244 | +18.4% | 1.83% | +11.5% |
| Q3 2019 | $1,396,000 | +18.6% | 50,048 | +15.5% | 1.64% | +11.6% |
| Q2 2019 | $1,177,000 | +16.8% | 43,320 | +11.0% | 1.47% | +13.2% |
| Q1 2019 | $1,008,000 | +30.1% | 39,044 | +14.7% | 1.30% | +16.4% |
| Q4 2018 | $775,000 | – | 34,042 | – | 1.12% | – |
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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% |