WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,665,892 | -7.8% | 848,567 | +0.1% | 20.64% | -2.7% |
| Q2 2023 | $32,175,896 | +3.7% | 847,403 | -4.3% | 21.21% | -1.2% |
| Q1 2023 | $31,040,826 | +43.1% | 885,363 | +32.5% | 21.47% | +19.3% |
| Q4 2022 | $21,690,101 | +10.0% | 668,416 | +3.7% | 18.00% | +2.4% |
| Q3 2022 | $19,715,000 | +47.2% | 644,706 | +60.5% | 17.58% | +70.2% |
| Q2 2022 | $13,389,000 | – | 401,585 | – | 10.33% | – |
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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% |