WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 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 | 6,619,411 | $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% |