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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286 | -97.2% | 8,188 | -97.0% | 0.11% | -97.1% |
| Q2 2023 | $10,172 | +15.8% | 274,414 | +9.6% | 3.90% | +8.6% |
| Q1 2023 | $8,781 | +8.3% | 250,471 | +0.2% | 3.59% | +1.7% |
| Q4 2022 | $8,111 | -99.9% | 249,980 | -0.5% | 3.53% | -3.3% |
| Q3 2022 | $7,680,000 | -7.0% | 251,161 | +1.4% | 3.65% | -3.8% |
| Q2 2022 | $8,254,000 | -19.4% | 247,599 | -2.0% | 3.79% | -9.6% |
| Q1 2022 | $10,241,000 | +1880.9% | 252,749 | +2063.8% | 4.20% | +1798.6% |
| Q4 2021 | $517,000 | – | 11,681 | – | 0.22% | – |
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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% |