WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 74 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,379,885 | +4.1% | 96,680 | +10.4% | 0.95% | -67.6% |
| Q2 2023 | $3,247,841 | +93.6% | 87,608 | +83.1% | 2.94% | +189.7% |
| Q1 2023 | $1,677,971 | -44.4% | 47,859 | -48.5% | 1.01% | +13.4% |
| Q4 2022 | $3,016,640 | -1.0% | 92,957 | -6.7% | 0.89% | -9.8% |
| Q3 2022 | $3,046,000 | -36.7% | 99,592 | -31.0% | 0.99% | -40.9% |
| Q2 2022 | $4,811,000 | -34.3% | 144,308 | -20.2% | 1.68% | -38.9% |
| Q1 2022 | $7,327,000 | -32.1% | 180,818 | -25.7% | 2.75% | -30.5% |
| Q4 2021 | $10,795,000 | +1088.9% | 243,512 | +992.6% | 3.95% | +885.3% |
| Q3 2021 | $908,000 | – | 22,287 | – | 0.40% | – |
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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% |