Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$2,190,000
+0.2%
53,7660.0%0.05%
-3.9%
Q2 2021$2,185,000
+3.8%
53,766
-4.7%
0.05%
-5.6%
Q1 2021$2,105,000
+0.4%
56,394
-1.5%
0.05%
-8.5%
Q4 2020$2,096,00057,2680.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,619,411$269,013,00017.66%
Garrett Wealth Advisory Group, LLC 236,572$9,614,0006.30%
RHS Financial, LLC 155,290$6,311,0004.72%
ACT Advisors, LLC. 36,265$1,497,0001.14%
Ford Financial Group, LLC 60,589$2,462,0000.92%
Innova Wealth Partners 26,376$1,072,0000.84%
Truadvice, LLC 78,483$3,298,0000.72%
RATIONAL ADVISORS LLC 113,820$4,626,0000.55%
Sunbelt Securities, Inc. 44,958$1,850,0000.33%
MENLO ADVISORS LLC 12,870$523,0000.28%
View complete list of WISDOMTREE TR shareholders