HERITAGE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$2,791
+179.1%
86
+100.0%
0.00%
Q3 2022$1,000
-99.9%
430.0%0.00%
Q2 2022$1,434,000
+11850.0%
43
-85.0%
0.00%
-100.0%
Q1 2022$12,0000.0%2870.0%0.00%
-25.0%
Q3 2021$12,0000.0%2870.0%0.00%
-20.0%
Q2 2021$12,0002870.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,602,757$246,481,00017.72%
Garrett Wealth Advisory Group, LLC 227,685$8,499,0006.01%
RHS Financial, LLC 135,874$5,072,0004.23%
Ford Financial Group, LLC 222,548$8,307,0003.57%
ACT Advisors, LLC. 35,641$1,405,0001.11%
Truadvice, LLC 72,457$2,866,0000.85%
Innova Wealth Partners 26,246$980,0000.83%
Sunbelt Securities, Inc. 67,493$2,520,0000.50%
RATIONAL ADVISORS LLC 71,793$2,680,0000.50%
MENLO ADVISORS LLC 12,870$480,0000.29%
View complete list of WISDOMTREE TR shareholders