WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 71 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35 | -43.5% | 1 | -50.0% | 0.00% | – |
| Q2 2023 | $62 | +148.0% | 2 | +100.0% | 0.00% | – |
| Q1 2023 | $25 | -34.2% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $38 | -100.0% | 1,482 | -87.7% | 0.00% | -87.5% |
| Q3 2022 | $317,000 | +5.0% | 12,042 | +5.3% | 0.01% | -20.0% |
| Q2 2022 | $302,000 | -24.3% | 11,437 | -25.1% | 0.01% | +100.0% |
| Q1 2022 | $399,000 | +232.5% | 15,261 | +466.3% | 0.01% | +150.0% |
| Q4 2021 | $120,000 | +36.4% | 2,695 | +28.5% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -27.3% | 2,098 | -29.5% | 0.00% | -33.3% |
| Q2 2021 | $121,000 | +14.2% | 2,976 | +2.4% | 0.00% | +50.0% |
| Q1 2021 | $106,000 | -0.9% | 2,906 | -0.8% | 0.00% | -50.0% |
| Q4 2020 | $107,000 | +723.1% | 2,929 | +654.9% | 0.00% | +300.0% |
| Q3 2020 | $13,000 | +1200.0% | 388 | +948.6% | 0.00% | – |
| Q2 2020 | $1,000 | – | 37 | – | 0.00% | – |
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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% |