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 | 6,602,757 | $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% |