WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 1,476,360 | $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% |