WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 35 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,929 | +4.1% | 11,407 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $384,273 | -16.5% | 11,842 | -21.1% | 0.00% | 0.0% |
| Q3 2022 | $460,000 | -83.4% | 15,017 | -82.0% | 0.00% | -80.0% |
| Q2 2022 | $2,776,000 | -67.6% | 83,246 | -60.6% | 0.01% | -64.3% |
| Q1 2022 | $8,562,000 | -18.9% | 211,308 | -11.2% | 0.01% | -12.5% |
| Q4 2021 | $10,551,000 | +7.0% | 237,990 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $9,863,000 | -0.3% | 242,088 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $9,894,000 | +10.1% | 243,453 | +1.1% | 0.02% | 0.0% |
| Q1 2021 | $8,988,000 | -20.6% | 240,760 | -22.2% | 0.02% | -27.3% |
| Q4 2020 | $11,326,000 | -10.7% | 309,464 | -18.8% | 0.02% | -21.4% |
| Q3 2020 | $12,685,000 | – | 381,151 | – | 0.03% | – |
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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% |