WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,452,320 | +94276.8% | 442,000 | 0.0% | 0.03% | +8.3% |
Q2 2023 | $16,373 | +16.5% | 442,000 | +10.2% | 0.02% | +4.3% |
Q1 2023 | $14,052 | +44.4% | 401,000 | +33.7% | 0.02% | +53.3% |
Q4 2022 | $9,729 | -99.9% | 300,000 | +6.4% | 0.02% | 0.0% |
Q3 2022 | $8,621,000 | +84.7% | 282,000 | +101.4% | 0.02% | +66.7% |
Q2 2022 | $4,667,000 | – | 140,000 | – | 0.01% | – |
Download |
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% |