WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,929 | +4.1% | 11,407 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $384,273 | -16.5% | 11,842 | -21.1% | 0.00% | 0.0% |
| Q3 2022 | $460,000 | -83.4% | 15,017 | -82.0% | 0.00% | -80.0% |
| Q2 2022 | $2,776,000 | -67.6% | 83,246 | -60.6% | 0.01% | -64.3% |
| Q1 2022 | $8,562,000 | -18.9% | 211,308 | -11.2% | 0.01% | -12.5% |
| Q4 2021 | $10,551,000 | +7.0% | 237,990 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $9,863,000 | -0.3% | 242,088 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $9,894,000 | +10.1% | 243,453 | +1.1% | 0.02% | 0.0% |
| Q1 2021 | $8,988,000 | -20.6% | 240,760 | -22.2% | 0.02% | -27.3% |
| Q4 2020 | $11,326,000 | -10.7% | 309,464 | -18.8% | 0.02% | -21.4% |
| Q3 2020 | $12,685,000 | – | 381,151 | – | 0.03% | – |
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% |