WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,079 | -5.4% | 403 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $14,877 | +6.0% | 401 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $14,029 | +8.3% | 400 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $12,948 | +7.9% | 399 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -70.7% | 399 | -67.8% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -18.0% | 1,240 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +13.6% | 1,240 | +23.8% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | +83.3% | 1,002 | +66.2% | 0.00% | +100.0% |
| Q3 2021 | $24,000 | 0.0% | 603 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 603 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 603 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | – | 603 | – | 0.00% | – |
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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% |