WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,418 | -7.7% | 14,171 | -2.1% | 0.04% | -8.7% |
| Q2 2023 | $536,721 | -0.1% | 14,479 | -5.5% | 0.05% | -8.0% |
| Q1 2023 | $537,156 | -4.4% | 15,321 | -11.6% | 0.05% | -12.3% |
| Q4 2022 | $562,105 | -52.6% | 17,322 | -55.4% | 0.06% | -16.2% |
| Q3 2022 | $1,187,000 | -14.0% | 38,828 | -6.2% | 0.07% | -13.9% |
| Q2 2022 | $1,381,000 | -35.8% | 41,410 | -21.9% | 0.08% | -24.0% |
| Q1 2022 | $2,150,000 | +67.6% | 53,039 | +83.3% | 0.10% | -18.1% |
| Q4 2021 | $1,283,000 | +19.6% | 28,930 | +9.7% | 0.13% | +15.5% |
| Q2 2021 | $1,073,000 | +15.3% | 26,370 | +5.7% | 0.11% | -12.0% |
| Q1 2021 | $931,000 | +20.3% | 24,946 | +18.0% | 0.12% | +9.6% |
| Q4 2020 | $774,000 | +59.9% | 21,141 | +45.3% | 0.11% | +44.3% |
| Q3 2020 | $484,000 | – | 14,549 | – | 0.08% | – |
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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% |