Accurate Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Put Options Transaction History

Accurate Wealth Management, LLC

$581 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding NTSX

# of Institutions

97

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

6M
Shares

$304 Million
15.87% of portfolio
Cwm, LLC

1.19M
Shares

$60.5 Million
0.22% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

920K
Shares

$46.7 Million
1.1% of portfolio
Rational Advisors LLC Huntington, NY

904K
Shares

$45.8 Million
4.82% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

756K
Shares

$38.3 Million
0.43% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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