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Wisdomtree Tr shares owned by Morton Capital Management

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

Historical chart of Morton Capital Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $660k 17k 39.24

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Morton Capital Management

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
WJ Interests
CWM
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
AQR Capital Management
Accurate Wealth Management
Fermata Advisors
LPL Financial
Commonwealth Equity Services
Jane Street
Leading Edge Financial Planning
Morton Capital Management

View all funds holding Wisdomtree Tr