WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,711 | +5.7% | 208 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,292 | -71.6% | 208 | -73.7% | 0.00% | -66.7% |
| Q4 2022 | $25,668 | -99.9% | 791 | -99.9% | 0.01% | -100.0% |
| Q3 2022 | $45,744,000 | -10.0% | 1,495,878 | -1.9% | 22.15% | -7.9% |
| Q2 2022 | $50,833,000 | -15.0% | 1,524,690 | +3.3% | 24.04% | -6.5% |
| Q1 2022 | $59,822,000 | +0.2% | 1,476,360 | +9.7% | 25.72% | +10.8% |
| Q4 2021 | $59,677,000 | – | 1,346,195 | – | 23.22% | – |
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% |