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 | $947,416 | -5.7% | 27,100 | 0.0% | 0.29% | -6.5% |
| Q2 2023 | $1,004,597 | +5.5% | 27,100 | -0.2% | 0.31% | -6.4% |
| Q1 2023 | $951,879 | -2.4% | 27,150 | -9.6% | 0.33% | -20.3% |
| Q4 2022 | $974,798 | +4.3% | 30,040 | -1.8% | 0.41% | -8.0% |
| Q3 2022 | $935,000 | -8.8% | 30,600 | -0.5% | 0.45% | -1.8% |
| Q2 2022 | $1,025,000 | -99.9% | 30,760 | -8.7% | 0.46% | -6.0% |
| Q1 2022 | $1,365,321,000 | +95443.8% | 33,695 | +4.5% | 0.49% | -12.4% |
| Q4 2021 | $1,429,000 | -14.3% | 32,245 | -21.2% | 0.56% | -14.5% |
| Q3 2021 | $1,667,000 | – | 40,935 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,619,411 | $269,013,000 | 17.66% |
| Garrett Wealth Advisory Group, LLC | 236,572 | $9,614,000 | 6.30% |
| RHS Financial, LLC | 155,290 | $6,311,000 | 4.72% |
| ACT Advisors, LLC. | 36,265 | $1,497,000 | 1.14% |
| Ford Financial Group, LLC | 60,589 | $2,462,000 | 0.92% |
| Innova Wealth Partners | 26,376 | $1,072,000 | 0.84% |
| Truadvice, LLC | 78,483 | $3,298,000 | 0.72% |
| RATIONAL ADVISORS LLC | 113,820 | $4,626,000 | 0.55% |
| Sunbelt Securities, Inc. | 44,958 | $1,850,000 | 0.33% |
| MENLO ADVISORS LLC | 12,870 | $523,000 | 0.28% |