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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,711 | +5.7% | 208 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,292 | -71.6% | 208 | -73.7% | 0.00% | -66.7% |
| Q4 2022 | $25,668 | -99.9% | 791 | -99.9% | 0.01% | -100.0% |
| Q3 2022 | $45,744,000 | -10.0% | 1,495,878 | -1.9% | 22.15% | -7.9% |
| Q2 2022 | $50,833,000 | -15.0% | 1,524,690 | +3.3% | 24.04% | -6.5% |
| Q1 2022 | $59,822,000 | +0.2% | 1,476,360 | +9.7% | 25.72% | +10.8% |
| Q4 2021 | $59,677,000 | – | 1,346,195 | – | 23.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,619,411 | $269,013,000 | 17.66% |
| Garrett Wealth Advisory Group, LLC | 236,572 | $9,614,000 | 6.30% |
| RHS Financial, LLC | 155,290 | $6,311,000 | 4.72% |
| ACT Advisors, LLC. | 36,265 | $1,497,000 | 1.14% |
| Ford Financial Group, LLC | 60,589 | $2,462,000 | 0.92% |
| Innova Wealth Partners | 26,376 | $1,072,000 | 0.84% |
| Truadvice, LLC | 78,483 | $3,298,000 | 0.72% |
| RATIONAL ADVISORS LLC | 113,820 | $4,626,000 | 0.55% |
| Sunbelt Securities, Inc. | 44,958 | $1,850,000 | 0.33% |
| MENLO ADVISORS LLC | 12,870 | $523,000 | 0.28% |