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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $231,000 | -25.5% | 6,929 | -9.6% | 0.01% | -11.1% |
| Q1 2022 | $310,000 | -9.1% | 7,662 | -0.5% | 0.01% | -10.0% |
| Q4 2021 | $341,000 | -5.0% | 7,698 | -12.6% | 0.01% | -9.1% |
| Q3 2021 | $359,000 | -60.5% | 8,804 | -60.6% | 0.01% | -59.3% |
| Q2 2021 | $909,000 | +15.2% | 22,360 | +5.9% | 0.03% | +8.0% |
| Q1 2021 | $789,000 | -6.3% | 21,123 | -8.2% | 0.02% | -13.8% |
| Q4 2020 | $842,000 | +163.9% | 23,009 | +140.4% | 0.03% | +123.1% |
| Q3 2020 | $319,000 | – | 9,572 | – | 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% |