WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4 | -33.3% | 126 | -17.6% | 0.00% | -40.0% |
Q2 2023 | $6 | 0.0% | 153 | -4.4% | 0.01% | 0.0% |
Q1 2023 | $6 | -50.0% | 160 | -56.5% | 0.01% | 0.0% |
Q4 2022 | $12 | -99.8% | 368 | +104.4% | 0.01% | 0.0% |
Q3 2022 | $6,000 | -40.0% | 180 | -41.7% | 0.01% | -37.5% |
Q2 2022 | $10,000 | -16.7% | 309 | +6.6% | 0.01% | 0.0% |
Q1 2022 | $12,000 | -29.4% | 290 | -23.3% | 0.01% | -66.7% |
Q4 2021 | $17,000 | – | 378 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 1,495,878 | $45,744,000 | 22.15% |
WJ Interests, LLC | 644,706 | $19,715,000 | 17.58% |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,129,312 | $156,854,000 | 12.12% |
ACT Advisors, LLC. | 341,117 | $10,431,000 | 7.27% |
STAPP WEALTH MANAGEMENT, PLLC | 62,831 | $1,921,000 | 5.60% |
RATIONAL ADVISORS LLC | 1,709,366 | $52,273,000 | 4.12% |
RHS Financial, LLC | 150,879 | $4,614,000 | 4.10% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 251,161 | $7,680,000 | 3.65% |
Professional Financial Advisors, LLC | 103,210 | $3,156,000 | 1.95% |
BlackDiamond Wealth Management, LLC | 29,561 | $960,000 | 1.16% |