WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286 | -97.2% | 8,188 | -97.0% | 0.11% | -97.1% |
| Q2 2023 | $10,172 | +15.8% | 274,414 | +9.6% | 3.90% | +8.6% |
| Q1 2023 | $8,781 | +8.3% | 250,471 | +0.2% | 3.59% | +1.7% |
| Q4 2022 | $8,111 | -99.9% | 249,980 | -0.5% | 3.53% | -3.3% |
| Q3 2022 | $7,680,000 | -7.0% | 251,161 | +1.4% | 3.65% | -3.8% |
| Q2 2022 | $8,254,000 | -19.4% | 247,599 | -2.0% | 3.79% | -9.6% |
| Q1 2022 | $10,241,000 | +1880.9% | 252,749 | +2063.8% | 4.20% | +1798.6% |
| Q4 2021 | $517,000 | – | 11,681 | – | 0.22% | – |
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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% |