WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 17 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,190 | -24.8% | 6,884 | -28.8% | 0.00% | -33.3% |
| Q1 2023 | $339,135 | -2.2% | 9,673 | -9.5% | 0.01% | 0.0% |
| Q4 2022 | $346,761 | -88.7% | 10,686 | -89.3% | 0.01% | -92.6% |
| Q3 2022 | $3,065,000 | -19.7% | 100,224 | -12.4% | 0.08% | -6.9% |
| Q2 2022 | $3,815,000 | -34.1% | 114,414 | -19.9% | 0.09% | -25.0% |
| Q1 2022 | $5,789,000 | +9.7% | 142,858 | +20.0% | 0.12% | +8.4% |
| Q4 2021 | $5,279,000 | +77.6% | 119,087 | +63.2% | 0.11% | +84.5% |
| Q3 2021 | $2,972,000 | +25.8% | 72,955 | +25.5% | 0.06% | +3.6% |
| Q2 2021 | $2,362,000 | +40.2% | 58,115 | +28.7% | 0.06% | +21.7% |
| Q1 2021 | $1,685,000 | +8.7% | 45,147 | +6.6% | 0.05% | -8.0% |
| Q4 2020 | $1,550,000 | +65.6% | 42,337 | +50.5% | 0.05% | +42.9% |
| Q3 2020 | $936,000 | +32.4% | 28,135 | +21.6% | 0.04% | +16.7% |
| Q2 2020 | $707,000 | +224.3% | 23,140 | +173.7% | 0.03% | +150.0% |
| Q1 2020 | $218,000 | – | 8,455 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,619,411 | $269,013,000 | 17.66% |
| Garrett Wealth Advisory Group, LLC | 236,572 | $9,614,000 | 6.30% |
| RHS Financial, LLC | 155,290 | $6,311,000 | 4.72% |
| ACT Advisors, LLC. | 36,265 | $1,497,000 | 1.14% |
| Ford Financial Group, LLC | 60,589 | $2,462,000 | 0.92% |
| Innova Wealth Partners | 26,376 | $1,072,000 | 0.84% |
| Truadvice, LLC | 78,483 | $3,298,000 | 0.72% |
| RATIONAL ADVISORS LLC | 113,820 | $4,626,000 | 0.55% |
| Sunbelt Securities, Inc. | 44,958 | $1,850,000 | 0.33% |
| MENLO ADVISORS LLC | 12,870 | $523,000 | 0.28% |