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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,389,310 | +83.2% | 1,498,568 | +94.3% | 0.08% | +51.0% |
| Q2 2023 | $28,591,088 | +1198.5% | 771,293 | +1128.2% | 0.05% | +1175.0% |
| Q1 2023 | $2,201,774 | +910.0% | 62,800 | +835.1% | 0.00% | – |
| Q4 2022 | $218,000 | +5.3% | 6,716 | -0.8% | 0.00% | – |
| Q3 2022 | $207,000 | -17.5% | 6,770 | -10.2% | 0.00% | -100.0% |
| Q2 2022 | $251,000 | -89.0% | 7,542 | -86.6% | 0.00% | -75.0% |
| Q1 2022 | $2,276,000 | -27.6% | 56,177 | -20.8% | 0.00% | -33.3% |
| Q4 2021 | $3,143,000 | -4.8% | 70,914 | -12.5% | 0.01% | -14.3% |
| Q3 2021 | $3,303,000 | -12.8% | 81,089 | -13.1% | 0.01% | -12.5% |
| Q2 2021 | $3,790,000 | +24.1% | 93,266 | +14.0% | 0.01% | +14.3% |
| Q1 2021 | $3,053,000 | +11.6% | 81,803 | +9.4% | 0.01% | 0.0% |
| Q4 2020 | $2,735,000 | -4.5% | 74,748 | -13.2% | 0.01% | -22.2% |
| Q3 2020 | $2,865,000 | +84.8% | 86,092 | +69.7% | 0.01% | +80.0% |
| Q2 2020 | $1,550,000 | +5640.7% | 50,718 | +4739.5% | 0.01% | – |
| Q1 2020 | $27,000 | – | 1,048 | – | 0.00% | – |
Download | ||||||
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% |