WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 71 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,081 | -5.7% | 460 | 0.0% | 0.00% | – |
Q2 2023 | $17,052 | +5.7% | 460 | 0.0% | 0.00% | – |
Q1 2023 | $16,127 | +8.0% | 460 | 0.0% | 0.00% | – |
Q4 2022 | $14,927 | +6.6% | 460 | 0.0% | 0.00% | – |
Q3 2022 | $14,000 | -6.7% | 460 | 0.0% | 0.00% | – |
Q2 2022 | $15,000 | -16.7% | 460 | 0.0% | 0.00% | – |
Q1 2022 | $18,000 | -10.0% | 460 | 0.0% | 0.00% | – |
Q4 2021 | $20,000 | – | 460 | – | 0.00% | – |
Download |
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% |