Safeguard Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$388,441
+98239.5%
11,111
+4.1%
0.19%
-1.6%
Q2 2023$395
+23.8%
10,675
+17.3%
0.19%
-2.1%
Q1 2023$319
+14.3%
9,101
+5.9%
0.19%
-3.0%
Q4 2022$2798,5970.20%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WJ Interests, LLC 848,567$29,665,89220.64%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,036,189$211,025,16015.74%
RATIONAL ADVISORS LLC 1,242,920$43,452,4833.93%
Professional Financial Advisors, LLC 177,866$6,218,1892.81%
KLR INVESTMENT ADVISORS, LLC 65,827$2,307,8952.10%
RHS Financial, LLC 72,851$2,546,8701.78%
Perennial Investment Advisors, LLC 274,303$9,589,8511.73%
Leading Edge Financial Planning LLC 50,405$1,762,6461.13%
BlackDiamond Wealth Management, LLC 35,603$1,198,0451.08%
Wealthcare Advisory Partners LLC 674,207$23,570,2931.08%
View complete list of WISDOMTREE TR shareholders