Ownership history in SYM FINANCIAL Corp · 13 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in WISDOMTREE TR (NTSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,436,094 | +5,640 | +0.2% | 11.03% | $107.4M | $44.09 |
| 2025 Q3 | ADDED | 2,430,454 | +41,730 | +1.7% | 11.12% | $103.9M | $42.05 |
| 2025 Q2 | ADDED | 2,388,724 | +6,566 | +0.3% | 10.96% | $97.9M | $40.12 |
| 2025 Q1 | ADDED | 2,382,158 | +14,500 | +0.6% | 11.15% | $90.5M | $36.68 |
| 2024 Q4 | ADDED | 2,367,658 | +156,791 | +7.1% | 10.75% | $83.2M | $33.82 |
| 2024 Q3 | ADDED | 2,210,867 | +27,538 | +1.3% | 11.61% | $86.7M | $37.54 |
| 2024 Q2 | ADDED | 2,183,329 | +75,679 | +3.6% | 12.67% | $79.5M | $34.66 |
| 2024 Q1 | ADDED | 2,107,650 | +36,566 | +1.8% | 12.89% | $78.1M | $34.90 |
| 2023 Q4 | ADDED | 2,071,084 | +13,382 | +0.7% | 11.98% | $74.0M | $33.45 |
| 2023 Q3 | ADDED | 2,057,702 | +55,668 | +2.8% | 11.66% | $65.7M | $29.80 |
As of 2025 Q4 — sorted by position size