WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 19 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025,839 | -1.5% | 32,114 | +6.2% | 0.29% | -69.4% |
| Q2 2023 | $1,041,984 | +138.0% | 30,249 | +137.1% | 0.94% | +255.8% |
| Q1 2023 | $437,876 | -63.5% | 12,756 | -66.2% | 0.26% | -25.4% |
| Q4 2022 | $1,198,514 | -5.9% | 37,767 | -19.4% | 0.36% | -14.3% |
| Q3 2022 | $1,273,000 | -31.7% | 46,865 | -22.2% | 0.41% | -36.3% |
| Q2 2022 | $1,863,000 | -14.2% | 60,207 | +2.1% | 0.65% | -20.1% |
| Q1 2022 | $2,171,000 | -9.5% | 58,946 | -0.7% | 0.81% | -7.3% |
| Q4 2021 | $2,398,000 | +398.5% | 59,376 | +388.6% | 0.88% | +314.2% |
| Q3 2021 | $481,000 | – | 12,152 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 672,824 | $21,490,416 | 14.95% |
| SYM FINANCIAL Corp | 2,057,702 | $65,724,240 | 11.66% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,797,690 | $89,359,891 | 6.66% |
| Professional Financial Advisors, LLC | 126,438 | $4,038,492 | 1.83% |
| Fermata Advisors, LLC | 32,114 | $1,025,839 | 0.29% |
| OneDigital Investment Advisors LLC | 394,484 | $12,600,068 | 0.27% |
| RHS Financial, LLC | 10,149 | $324,165 | 0.23% |
| Wealthcare Advisory Partners LLC | 95,459 | $3,049,027 | 0.14% |
| CWM, LLC | 407,919 | $13,029 | 0.08% |
| Avion Wealth | 8,437 | $269 | 0.08% |