WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,930 | +12.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $3,496 | -5.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,707 | +5.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,506 | +8.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,245 | +8.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -97.2% | 100 | -96.9% | 0.00% | -96.4% |
| Q4 2021 | $143,000 | +8.3% | 3,230 | +0.0% | 0.06% | 0.0% |
| Q3 2021 | $132,000 | -10.2% | 3,229 | -11.0% | 0.06% | +21.7% |
| Q2 2021 | $147,000 | -31.3% | 3,627 | -36.8% | 0.05% | -27.0% |
| Q1 2021 | $214,000 | +8.6% | 5,735 | +6.6% | 0.06% | +5.0% |
| Q4 2020 | $197,000 | +20.1% | 5,380 | +9.3% | 0.06% | +9.1% |
| Q3 2020 | $164,000 | – | 4,923 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,516,483 | $265,482,000 | 18.45% |
| Garrett Wealth Advisory Group, LLC | 233,302 | $9,505,000 | 6.08% |
| RHS Financial, LLC | 189,562 | $7,723,000 | 5.63% |
| RATIONAL ADVISORS LLC | 1,435,697 | $58,490,000 | 4.57% |
| ACT Advisors, LLC. | 41,247 | $1,680,000 | 1.30% |
| Truadvice, LLC | 26,419 | $1,168,000 | 1.07% |
| Ford Financial Group, LLC | 59,694 | $2,431,000 | 0.94% |
| Innova Wealth Partners | 26,376 | $1,075,000 | 0.85% |
| Herold Advisors, Inc. | 40,935 | $1,667,000 | 0.65% |
| Fermata Advisors, LLC | 22,287 | $908,000 | 0.40% |