WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,142 | -5.7% | 3,837 | 0.0% | 0.00% | – |
| Q2 2023 | $142,238 | +5.7% | 3,837 | 0.0% | 0.00% | – |
| Q1 2023 | $134,525 | -22.3% | 3,837 | -28.1% | 0.00% | – |
| Q4 2022 | $173,186 | -9.3% | 5,337 | -14.5% | 0.00% | – |
| Q3 2022 | $191,000 | -20.7% | 6,240 | -13.8% | 0.00% | – |
| Q2 2022 | $241,000 | -27.4% | 7,240 | -11.7% | 0.00% | – |
| Q1 2022 | $332,000 | -78.6% | 8,197 | -76.6% | 0.00% | – |
| Q4 2021 | $1,555,000 | +6379.2% | 35,086 | +5747.7% | 0.00% | – |
| Q3 2021 | $24,000 | -83.1% | 600 | -84.5% | 0.00% | – |
| Q4 2020 | $142,000 | – | 3,871 | – | 0.00% | – |
Download | ||||||
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% |