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 | $4 | -33.3% | 126 | -17.6% | 0.00% | -40.0% |
Q2 2023 | $6 | 0.0% | 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 | $17,000 | – | 378 | – | 0.02% | – |
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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% |