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 | $495,418 | -7.7% | 14,171 | -2.1% | 0.04% | -8.7% |
| Q2 2023 | $536,721 | -0.1% | 14,479 | -5.5% | 0.05% | -8.0% |
| Q1 2023 | $537,156 | -4.4% | 15,321 | -11.6% | 0.05% | -12.3% |
| Q4 2022 | $562,105 | -52.6% | 17,322 | -55.4% | 0.06% | -16.2% |
| Q3 2022 | $1,187,000 | -14.0% | 38,828 | -6.2% | 0.07% | -13.9% |
| Q2 2022 | $1,381,000 | -35.8% | 41,410 | -21.9% | 0.08% | -24.0% |
| Q1 2022 | $2,150,000 | +67.6% | 53,039 | +83.3% | 0.10% | -18.1% |
| Q4 2021 | $1,283,000 | +19.6% | 28,930 | +9.7% | 0.13% | +15.5% |
| Q2 2021 | $1,073,000 | +15.3% | 26,370 | +5.7% | 0.11% | -12.0% |
| Q1 2021 | $931,000 | +20.3% | 24,946 | +18.0% | 0.12% | +9.6% |
| Q4 2020 | $774,000 | +59.9% | 21,141 | +45.3% | 0.11% | +44.3% |
| Q3 2020 | $484,000 | – | 14,549 | – | 0.08% | – |
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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% |