Covestor Ltd - WISDOMTREE TR ownership

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
Covestor Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4
-33.3%
126
-17.6%
0.00%
-40.0%
Q2 2023$60.0%153
-4.4%
0.01%0.0%
Q1 2023$6
-50.0%
160
-56.5%
0.01%0.0%
Q4 2022$12
-99.8%
368
+104.4%
0.01%0.0%
Q3 2022$6,000
-40.0%
180
-41.7%
0.01%
-37.5%
Q2 2022$10,000
-16.7%
309
+6.6%
0.01%0.0%
Q1 2022$12,000
-29.4%
290
-23.3%
0.01%
-66.7%
Q4 2021$17,0003780.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,602,757$246,481,00017.72%
Garrett Wealth Advisory Group, LLC 227,685$8,499,0006.01%
RHS Financial, LLC 135,874$5,072,0004.23%
Ford Financial Group, LLC 222,548$8,307,0003.57%
ACT Advisors, LLC. 35,641$1,405,0001.11%
Truadvice, LLC 72,457$2,866,0000.85%
Innova Wealth Partners 26,246$980,0000.83%
Sunbelt Securities, Inc. 67,493$2,520,0000.50%
RATIONAL ADVISORS LLC 71,793$2,680,0000.50%
MENLO ADVISORS LLC 12,870$480,0000.29%
View complete list of WISDOMTREE TR shareholders