CWM »

Wisdomtree Tr shares owned by CWM

Quarter-by-quarter ownership of Wisdomtree Tr (NTSI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 573k 37.06
2023-12-31 $19M 530k 35.72
2023-09-30 $13M 408k 31.94
2023-06-30 $11M 323k 34.44
2023-03-31 $9.5M 278k 34.33
2022-12-31 $8.1M 257k 31.73

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
WJ Interests
CWM
Wealthcare Advisory Partners
Professional Financial Advisors
Citadel Advisors
AQR Capital Management
Fermata Advisors
Commonwealth Equity Services
Jane Street
Advisor Group Holdings
Efficient Wealth Management
Cardiff Park Advisors
UBS Group

View all funds holding Wisdomtree Tr