WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,172 | -0.1% | 33,538 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $1,173 | +10.1% | 31,654 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $1,065 | +7.5% | 30,390 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $991 | -99.9% | 30,526 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $997,000 | -8.2% | 32,611 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $1,086,000 | -55.4% | 32,611 | -45.8% | 0.01% | -50.0% |
| Q1 2022 | $2,437,000 | -7.8% | 60,148 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $2,643,000 | +18.1% | 59,611 | +8.6% | 0.01% | 0.0% |
| Q3 2021 | $2,237,000 | +0.8% | 54,913 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $2,219,000 | +10.6% | 54,611 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $2,006,000 | +19.9% | 53,725 | +17.6% | 0.01% | +25.0% |
| Q4 2020 | $1,673,000 | +21.2% | 45,700 | +10.2% | 0.01% | 0.0% |
| Q3 2020 | $1,380,000 | +6.2% | 41,476 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $1,300,000 | +10.1% | 42,530 | -7.3% | 0.01% | -11.1% |
| Q1 2020 | $1,181,000 | -12.9% | 45,858 | +0.2% | 0.01% | 0.0% |
| Q4 2019 | $1,356,000 | +43.2% | 45,779 | +34.8% | 0.01% | +28.6% |
| Q3 2019 | $947,000 | – | 33,963 | – | 0.01% | – |
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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% |