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 | $3,608,327 | -7.6% | 103,213 | -2.0% | 0.06% | -4.5% |
| Q2 2023 | $3,905,541 | +97343.6% | 105,356 | -7.8% | 0.07% | -19.3% |
| Q1 2023 | $4,008 | -14.5% | 114,304 | -20.8% | 0.08% | -34.6% |
| Q4 2022 | $4,686 | -99.9% | 144,397 | -18.9% | 0.13% | -27.0% |
| Q3 2022 | $5,442,000 | -27.3% | 177,944 | -20.8% | 0.17% | -25.3% |
| Q2 2022 | $7,489,000 | +55.1% | 224,638 | +88.5% | 0.23% | +57.4% |
| Q1 2022 | $4,829,000 | +6.0% | 119,173 | +16.0% | 0.15% | +9.6% |
| Q4 2021 | $4,554,000 | +119.5% | 102,732 | +101.7% | 0.14% | +98.5% |
| Q3 2021 | $2,075,000 | – | 50,939 | – | 0.07% | – |
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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% |