WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 72 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198,045 | -6.7% | 35,603 | +5.0% | 1.08% | -0.3% |
| Q2 2023 | $1,284,572 | +27.4% | 33,894 | +17.3% | 1.09% | +5.1% |
| Q1 2023 | $1,008,447 | +2.4% | 28,887 | -2.3% | 1.03% | -7.4% |
| Q4 2022 | $984,475 | +2.5% | 29,555 | -0.0% | 1.12% | -3.5% |
| Q3 2022 | $960,000 | -16.2% | 29,561 | -10.2% | 1.16% | -19.0% |
| Q2 2022 | $1,145,000 | -9.5% | 32,918 | +5.4% | 1.43% | -5.5% |
| Q1 2022 | $1,265,000 | -29.9% | 31,218 | -23.3% | 1.51% | -27.1% |
| Q4 2021 | $1,804,000 | – | 40,702 | – | 2.07% | – |
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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% |