WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 44 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,000 | -9.1% | 9,123 | -3.7% | 0.00% | – |
| Q2 2023 | $351,000 | -20.9% | 9,478 | -25.2% | 0.00% | – |
| Q1 2023 | $444,000 | -11.7% | 12,668 | -18.4% | 0.00% | – |
| Q4 2022 | $503,000 | -62.8% | 15,519 | -64.9% | 0.00% | – |
| Q3 2022 | $1,351,000 | -28.7% | 44,181 | -22.2% | 0.00% | -100.0% |
| Q2 2022 | $1,894,000 | -42.6% | 56,804 | -30.3% | 0.00% | 0.0% |
| Q1 2022 | $3,301,000 | -4.9% | 81,495 | +4.1% | 0.00% | 0.0% |
| Q4 2021 | $3,471,000 | +15.9% | 78,291 | +6.5% | 0.00% | 0.0% |
| Q3 2021 | $2,996,000 | +126.3% | 73,543 | +125.8% | 0.00% | – |
| Q2 2021 | $1,324,000 | +5.6% | 32,576 | -3.0% | 0.00% | – |
| Q1 2021 | $1,254,000 | +66.1% | 33,588 | +62.9% | 0.00% | – |
| Q4 2020 | $755,000 | +43.5% | 20,618 | +30.4% | 0.00% | – |
| Q3 2020 | $526,000 | +748.4% | 15,808 | +677.6% | 0.00% | – |
| Q2 2020 | $62,000 | +138.5% | 2,033 | +131.0% | 0.00% | – |
| Q4 2019 | $26,000 | +160.0% | 880 | +152.9% | 0.00% | – |
| Q3 2019 | $10,000 | – | 348 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,602,757 | $246,481,000 | 17.72% |
| Garrett Wealth Advisory Group, LLC | 227,685 | $8,499,000 | 6.01% |
| RHS Financial, LLC | 135,874 | $5,072,000 | 4.23% |
| Ford Financial Group, LLC | 222,548 | $8,307,000 | 3.57% |
| ACT Advisors, LLC. | 35,641 | $1,405,000 | 1.11% |
| Truadvice, LLC | 72,457 | $2,866,000 | 0.85% |
| Innova Wealth Partners | 26,246 | $980,000 | 0.83% |
| Sunbelt Securities, Inc. | 67,493 | $2,520,000 | 0.50% |
| RATIONAL ADVISORS LLC | 71,793 | $2,680,000 | 0.50% |
| MENLO ADVISORS LLC | 12,870 | $480,000 | 0.29% |