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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |