WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 38 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,025,160 | -5.5% | 6,036,189 | +0.2% | 15.74% | -3.4% |
| Q2 2023 | $223,215,770 | +6.8% | 6,021,467 | +1.0% | 16.29% | +15.1% |
| Q1 2023 | $208,928,919 | +8.4% | 5,959,182 | +0.4% | 14.15% | +2.8% |
| Q4 2022 | $192,684,234 | +22.8% | 5,937,881 | +15.8% | 13.77% | +13.7% |
| Q3 2022 | $156,854,000 | -7.4% | 5,129,312 | +1.0% | 12.12% | -3.5% |
| Q2 2022 | $169,328,000 | -20.2% | 5,078,817 | -3.0% | 12.55% | -10.3% |
| Q1 2022 | $212,083,000 | -13.0% | 5,234,033 | -4.8% | 14.00% | -9.7% |
| Q4 2021 | $243,701,000 | -8.2% | 5,497,423 | -15.6% | 15.50% | -16.0% |
| Q3 2021 | $265,482,000 | -1.3% | 6,516,483 | -1.6% | 18.45% | +4.5% |
| Q2 2021 | $269,013,000 | +9.1% | 6,619,411 | +0.3% | 17.66% | -0.4% |
| Q1 2021 | $246,481,000 | +3.2% | 6,602,757 | +1.2% | 17.72% | -2.0% |
| Q4 2020 | $238,731,000 | +4.4% | 6,522,719 | -5.1% | 18.09% | -17.6% |
| Q3 2020 | $228,669,000 | +44.1% | 6,871,073 | +32.3% | 21.96% | -5.8% |
| Q2 2020 | $158,733,000 | +140.7% | 5,192,448 | +102.8% | 23.32% | +102.6% |
| Q1 2020 | $65,948,000 | – | 2,560,074 | – | 11.51% | – |
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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% |