WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 50 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,624 | +24.3% | 46,466 | +31.9% | 0.00% | 0.0% |
| Q2 2023 | $1,306 | +7.4% | 35,238 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,216 | -5.1% | 34,711 | -12.1% | 0.00% | 0.0% |
| Q4 2022 | $1,281 | -99.8% | 39,480 | +48.2% | 0.00% | +50.0% |
| Q3 2022 | $814,000 | -0.9% | 26,646 | +8.2% | 0.00% | 0.0% |
| Q2 2022 | $821,000 | +22.7% | 24,626 | +49.0% | 0.00% | 0.0% |
| Q1 2022 | $669,000 | -7.0% | 16,522 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $719,000 | +76.2% | 16,228 | +61.9% | 0.00% | +100.0% |
| Q3 2021 | $408,000 | -16.9% | 10,026 | -17.1% | 0.00% | 0.0% |
| Q2 2021 | $491,000 | +14.5% | 12,094 | +5.1% | 0.00% | 0.0% |
| Q1 2021 | $429,000 | -2.7% | 11,510 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $441,000 | – | 12,056 | – | 0.00% | – |
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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% |