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 | $872,181 | -5.7% | 24,948 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $924,823 | +5.9% | 24,948 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $873,378 | +8.0% | 24,911 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $808,363 | +24.6% | 24,911 | +17.4% | 0.00% | 0.0% |
| Q3 2022 | $649,000 | -8.2% | 21,211 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $707,000 | +3.5% | 21,211 | +25.8% | 0.00% | 0.0% |
| Q1 2022 | $683,000 | +87.6% | 16,860 | +105.3% | 0.00% | – |
| Q4 2021 | $364,000 | +23.8% | 8,211 | +13.9% | 0.00% | – |
| Q3 2021 | $294,000 | +14.0% | 7,211 | +13.4% | 0.00% | – |
| Q2 2021 | $258,000 | +18.9% | 6,359 | +9.2% | 0.00% | – |
| Q1 2021 | $217,000 | – | 5,821 | – | 0.00% | – |
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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% |