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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
2025-03-31 $513k 14k 37.98
2024-12-31 $478k 14k 35.13
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)
Vaneck Etf Trust Natural Resourc (HAP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

Top funds holding Wisdomtree Tr

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

View all funds holding Wisdomtree Tr