WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787 | -5.9% | 22,501 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $836 | +0.7% | 22,553 | -4.7% | 0.00% | 0.0% |
| Q1 2023 | $830 | -1.3% | 23,672 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $841 | -99.9% | 25,928 | +9.5% | 0.00% | 0.0% |
| Q3 2022 | $724,000 | -9.3% | 23,674 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $798,000 | -18.2% | 23,943 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $975,000 | +17.6% | 24,066 | +28.7% | 0.00% | 0.0% |
| Q4 2021 | $829,000 | +140.3% | 18,701 | +121.0% | 0.00% | +100.0% |
| Q3 2021 | $345,000 | +16.2% | 8,462 | +15.9% | 0.00% | +100.0% |
| Q2 2021 | $297,000 | – | 7,302 | – | 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% |