WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,218,189 | -4.2% | 177,866 | +1.5% | 2.81% | -16.2% |
| Q2 2023 | $6,493,763 | +60.6% | 175,176 | +40.6% | 3.36% | +22.7% |
| Q4 2022 | $4,044,413 | +28.1% | 124,635 | +20.8% | 2.74% | +40.6% |
| Q3 2022 | $3,156,000 | -5.4% | 103,210 | +3.2% | 1.95% | +4.5% |
| Q2 2022 | $3,336,000 | +1655.8% | 100,056 | +2028.4% | 1.86% | +2172.0% |
| Q1 2022 | $190,000 | +33.8% | 4,701 | +46.4% | 0.08% | +34.4% |
| Q4 2021 | $142,000 | +37.9% | 3,211 | +27.5% | 0.06% | +3.4% |
| Q3 2021 | $103,000 | +1.0% | 2,518 | +0.5% | 0.06% | +5.4% |
| Q2 2021 | $102,000 | +9.7% | 2,505 | +0.0% | 0.06% | -3.4% |
| Q1 2021 | $93,000 | – | 2,504 | – | 0.06% | – |
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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% |