Who owns Wisdomtree Tr 90/60 balnced fd?
- Ticker: NTSX
- CUSIP Number: 97717y790
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr 90/60 balnced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr 90/60 balnced stock
Who bought or sold Wisdomtree Tr 90/60 balnced fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors | 6.0M | $252M | 0% | Mar 2024 |
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| Huntington Asset Advisors | 1.3M | $53M | -3% | Mar 2024 |
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| CWM | 1.0M | $43M | 7% | Mar 2024 |
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| Wealthcare Advisory Partners | 875k | $37M | 26% | Mar 2024 |
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| WJ Interests | 874k | $37M | 3% | Mar 2024 |
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| Advisor Group Holdings | 803k | $34M | -2% | Mar 2024 |
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| Resources Investment Advisors | 705k | $30M | -4% | Mar 2024 |
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| Professional Financial Advisors | 427k | $18M | 111% | Mar 2024 |
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| LPL Financial | 419k | $18M | 46% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 355k | $15M | 5% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 269k | $11M | 224% | Mar 2024 |
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| Commonwealth Equity Services | 219k | $9.2M | 2% | Mar 2024 |
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| Perennial Investment Advisors | 203k | $8.6M | -26% | Mar 2024 |
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| AQR Capital Management | 141k | $5.9M | 14% | Mar 2024 |
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| Fermata Advisors | 98k | $4.1M | 1% | Mar 2024 |
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| Cibc World Markets | 96k | $4.0M | 523% | Mar 2024 |
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| Private Advisor | 94k | $4.0M | -49% | Mar 2024 |
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| ORBA Wealth Advisors | 80k | $3.4M | -6% | Mar 2024 |
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| NDWM | 79k | $3.3M | 1% | Mar 2024 |
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| Envestnet Asset Management | 79k | $3.3M | -16% | Mar 2024 |
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| RHS Financial | 62k | $2.6M | -7% | Mar 2024 |
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| Klr Investment Advisors | 53k | $2.1M | -16% | Mar 2024 |
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| Kestra Advisory Services | 49k | $1.9M | 13% | Dec 2023 |
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| Belpointe Asset Management | 39k | $1.6M | 100% | Mar 2024 |
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| LM Advisors | 35k | $1.5M | 100% | Mar 2024 |
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| Leading Edge Financial Planning | 30k | $1.3M | -40% | Mar 2024 |
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| Atria Wealth Solutions | 29k | $1.2M | 5% | Mar 2024 |
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| Insight Wealth Strategies | 29k | $1.2M | -3% | Mar 2024 |
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| Herold Advisors | 27k | $1.1M | 0% | Mar 2024 |
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| Sunbelt Securities | 26k | $1.1M | -9% | Mar 2024 |
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| Stifel Financial | 25k | $1.0M | -3% | Mar 2024 |
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| Janney Montgomery Scott | 24k | $1.0M | -33% | Mar 2024 |
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| Financial Advocates Investment Management | 23k | $986k | 4% | Mar 2024 |
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| Innova Wealth Partners | 23k | $973k | 20% | Mar 2024 |
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| Cambridge Investment Research Advisors | 21k | $893k | -2% | Mar 2024 |
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| ACT Advisors | 18k | $776k | 2% | Mar 2024 |
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| Empirical Finance | 18k | $762k | 0% | Mar 2024 |
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| BlackDiamond Wealth Management | 17k | $721k | -52% | Mar 2024 |
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| AE Wealth Management | 15k | $630k | -96% | Mar 2024 |
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| Western Wealth Management | 14k | $593k | -1% | Mar 2024 |
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| Safeguard Financial | 12k | $486k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 11k | $457k | 100% | Mar 2024 |
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| Efficient Wealth Management | 9.8k | $414k | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 8.8k | $372k | 100% | Mar 2024 |
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| Mercer Global Advisors | 8.0k | $338k | 0% | Mar 2024 |
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| Ogorek Anthony Joseph | 7.2k | $304k | 0% | Mar 2024 |
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| New Perspectives | 6.7k | $282k | 100% | Mar 2024 |
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| Royal Bank of Canada | 6.3k | $265k | -25% | Mar 2024 |
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| Private Trust Co Na | 5.5k | $232k | 14% | Mar 2024 |
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| Morgan Stanley | 5.2k | $221k | 36% | Mar 2024 |
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| Team Financial Group | 5.0k | $210k | 8% | Mar 2024 |
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| Cardiff Park Advisors | 4.1k | $161k | 100% | Dec 2023 |
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| Harbour Investments | 3.6k | $143k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 685.00 | $29k | 100% | Mar 2024 |
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| Mot | 492.00 | $21k | 0% | Mar 2024 |
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| First Manhattan | 460.00 | $19k | 0% | Mar 2024 |
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| Geneos Wealth Management | 405.00 | $17k | 0% | Mar 2024 |
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| JJJ Advisors | 361.00 | $15k | 0% | Mar 2024 |
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| Covestor | 124.00 | $5.0k | -5% | Mar 2024 |
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| Smartleaf Asset Management | 115.00 | $4.6k | 0% | Mar 2024 |
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| Optimum Investment Advisors | 100.00 | $4.2k | 0% | Mar 2024 |
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| Frazier Financial Advisors | 70.00 | $3.0k | 0% | Mar 2024 |
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| Wiser Advisor Group | 4.00 | $169.000000 | 100% | Mar 2024 |
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| Tower Research Capital | 3.00 | $126.999900 | 0% | Mar 2024 |
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| FMR | 2.00 | $84.000000 | -83% | Mar 2024 |
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| Hanson McClain Advisors | 1.00 | $42.000000 | 100% | Mar 2024 |
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Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Sep 2023 | 103k | $3.6M |
| Venturi Wealth Management | Dec 2023 | 24k | $943k |
| Jane Street | Dec 2023 | 15k | $603k |
| Prospera Financial Services | Sep 2023 | 8.3k | $292k |
| Flagship Harbor Advisors | Dec 2023 | 7.6k | $299k |
| Perigon Wealth Management | Dec 2023 | 5.7k | $222k |
| Wells Fargo & Company | Dec 2023 | 432.00 | $17k |
| IFP Advisors | Sep 2023 | 1.00 | $35.000000 |