WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 70 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,870 | +14.1% | 3,629 | +21.0% | 0.01% | 0.0% |
| Q2 2023 | $111,173 | +17.5% | 2,999 | +11.1% | 0.01% | +20.0% |
| Q1 2023 | $94,627 | +11.9% | 2,699 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $84,565 | -11.9% | 2,606 | -9.7% | 0.01% | -16.7% |
| Q3 2022 | $96,000 | 0.0% | 2,886 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $96,000 | -11.9% | 2,886 | +17.3% | 0.01% | 0.0% |
| Q4 2021 | $109,000 | -39.4% | 2,460 | -44.3% | 0.01% | 0.0% |
| Q3 2021 | $180,000 | +6.5% | 4,419 | +6.3% | 0.01% | +20.0% |
| Q2 2021 | $169,000 | +3.7% | 4,158 | -4.6% | 0.01% | -16.7% |
| Q1 2021 | $163,000 | – | 4,358 | – | 0.01% | – |
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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% |