WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,410 | -5.7% | 7,363 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $272,952 | +5.7% | 7,363 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $258,146 | -9.7% | 7,363 | -16.5% | 0.02% | -17.2% |
| Q4 2022 | $285,982 | -4.7% | 8,813 | -10.2% | 0.03% | -17.1% |
| Q3 2022 | $300,000 | -8.3% | 9,813 | 0.0% | 0.04% | -5.4% |
| Q2 2022 | $327,000 | -17.8% | 9,813 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $398,000 | -0.7% | 9,813 | +8.4% | 0.04% | 0.0% |
| Q4 2021 | $401,000 | – | 9,050 | – | 0.04% | – |
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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% |