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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $500,448 | +108.1% | 13,500 | +96.8% | 0.01% | -28.6% |
| Q1 2023 | $240,490 | -93.3% | 6,859 | -94.3% | 0.01% | -87.5% |
| Q4 2022 | $3,615,409 | +848.9% | 121,329 | +873.8% | 0.11% | +239.4% |
| Q3 2022 | $381,000 | -20.6% | 12,459 | -13.5% | 0.03% | -17.5% |
| Q2 2022 | $480,000 | -24.3% | 14,408 | -7.9% | 0.04% | -11.1% |
| Q1 2022 | $634,000 | -38.6% | 15,640 | -32.9% | 0.04% | -39.2% |
| Q4 2021 | $1,033,000 | +127.5% | 23,298 | +109.3% | 0.07% | +89.7% |
| Q3 2021 | $454,000 | +31.2% | 11,132 | +30.8% | 0.04% | +25.8% |
| Q2 2021 | $346,000 | -9.2% | 8,511 | -31.7% | 0.03% | -6.1% |
| Q3 2011 | $381,000 | – | 12,459 | – | 0.03% | – |
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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% |