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 | $3,379,885 | +4.1% | 96,680 | +10.4% | 0.95% | -67.6% |
| Q2 2023 | $3,247,841 | +93.6% | 87,608 | +83.1% | 2.94% | +189.7% |
| Q1 2023 | $1,677,971 | -44.4% | 47,859 | -48.5% | 1.01% | +13.4% |
| Q4 2022 | $3,016,640 | -1.0% | 92,957 | -6.7% | 0.89% | -9.8% |
| Q3 2022 | $3,046,000 | -36.7% | 99,592 | -31.0% | 0.99% | -40.9% |
| Q2 2022 | $4,811,000 | -34.3% | 144,308 | -20.2% | 1.68% | -38.9% |
| Q1 2022 | $7,327,000 | -32.1% | 180,818 | -25.7% | 2.75% | -30.5% |
| Q4 2021 | $10,795,000 | +1088.9% | 243,512 | +992.6% | 3.95% | +885.3% |
| Q3 2021 | $908,000 | – | 22,287 | – | 0.40% | – |
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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% |