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 | 5.5M | $296M | -9% | Sep 2025 |
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| CWM | 1.4M | $74M | 8% | Sep 2025 |
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| Wealthcare Advisory Partners | 941k | $51M | 2% | Sep 2025 |
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| Huntington Asset Advisors | 714k | $39M | -8% | Sep 2025 |
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| Resources Investment Advisors | 704k | $38M | -7% | Sep 2025 |
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| Cetera Investment Advisers | 558k | $30M | -1% | Sep 2025 |
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| WJ Interests | 497k | $27M | -15% | Sep 2025 |
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| Professional Financial Advisors | 493k | $27M | 3% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 480k | $26M | 10% | Sep 2025 |
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| Advisor Group Holdings | 321k | $17M | -2% | Sep 2025 |
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| LPL Financial | 320k | $17M | -32% | Sep 2025 |
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| AQR Capital Management | 246k | $13M | -2% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 188k | $10M | 37% | Sep 2025 |
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| Howard Bailey Securities | 184k | $9.9M | -33% | Sep 2025 |
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| Perennial Investment Advisors | 131k | $7.1M | 1% | Sep 2025 |
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| Fermata Advisors | 125k | $6.8M | 11% | Sep 2025 |
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| Bravias Capital Group | 96k | $5.2M | 13% | Sep 2025 |
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| Kestra Advisory Services | 83k | $4.5M | -11% | Sep 2025 |
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| Private Advisor | 81k | $4.4M | 3% | Sep 2025 |
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| Cibc World Markets | 69k | $3.4M | -10% | Jun 2025 |
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| CIBC Bancorp USA | 66k | $3.6M | 100% | Sep 2025 |
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| RHS Financial | 54k | $2.9M | -8% | Sep 2025 |
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| Commonwealth Equity Services | 52k | $2.8M | -6% | Sep 2025 |
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| Morgan Stanley | 36k | $1.8M | 100% | Jun 2025 |
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| Leading Edge Financial Planning | 35k | $1.9M | -6% | Sep 2025 |
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| Insight Wealth Strategies | 34k | $1.8M | 8% | Sep 2025 |
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| Morton Capital Management | 33k | $1.8M | 0% | Sep 2025 |
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| Old Mission Capital | 32k | $1.7M | -13% | Sep 2025 |
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| Ausdal Financial Partners | 29k | $1.5M | -9% | Sep 2025 |
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| Golden State Wealth Management | 27k | $1.4M | 15% | Sep 2025 |
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| Herold Advisors | 26k | $1.4M | -4% | Sep 2025 |
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| ORBA Wealth Advisors | 23k | $1.3M | -31% | Sep 2025 |
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| Accurate Wealth Management | 23k | $1.2M | -2% | Sep 2025 |
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| Innova Wealth Partners | 23k | $1.2M | -4% | Sep 2025 |
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| Sierra Capital | 21k | $1.2M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 21k | $1.2M | 1% | Sep 2025 |
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| Belpointe Asset Management | 20k | $1.1M | -14% | Sep 2025 |
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| WealthPlan Investment Management | 18k | $977k | 54% | Sep 2025 |
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| Rockefeller Capital Management | 18k | $950k | 0% | Sep 2025 |
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| REAP Financial Group | 17k | $917k | -8% | Sep 2025 |
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| ACT Advisors | 17k | $895k | 4% | Sep 2025 |
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| Oregon Pacific Wealth Management | 16k | $859k | -5% | Sep 2025 |
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| Sunbelt Securities | 15k | $832k | -6% | Sep 2025 |
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| Goss Wealth Management | 15k | $804k | -7% | Sep 2025 |
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| Jpmorgan Chase & Co | 14k | $746k | 100% | Sep 2025 |
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| CI Private Wealth | 13k | $712k | 0% | Sep 2025 |
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| Merit Financial Group | 13k | $687k | 0% | Sep 2025 |
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| NDWM | 12k | $666k | 0% | Sep 2025 |
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| Western Wealth Management | 12k | $656k | -4% | Sep 2025 |
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| United Advisor Group | 12k | $647k | 2% | Sep 2025 |
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| Wedmont Private Capital | 10k | $544k | 0% | Sep 2025 |
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| Efficient Wealth Management | 9.8k | $527k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 9.1k | $492k | -1% | Sep 2025 |
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| Mercer Global Advisors | 8.0k | $433k | 0% | Sep 2025 |
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| Astra Wealth Partners | 7.8k | $421k | 0% | Sep 2025 |
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| Barnes Wealth Management Group | 7.2k | $386k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 6.9k | $372k | 0% | Sep 2025 |
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| Harbour Investments | 6.7k | $362k | -2% | Sep 2025 |
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| Integrated Wealth Concepts | 6.5k | $350k | -31% | Sep 2025 |
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| AE Wealth Management | 6.2k | $337k | -28% | Sep 2025 |
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| NWF Advisory Services | 5.8k | $311k | 100% | Sep 2025 |
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| Captrust Financial Advisors | 5.7k | $307k | 2% | Sep 2025 |
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| Empowered Funds | 5.2k | $279k | 1% | Sep 2025 |
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| Cambria Investment Management | 5.2k | $279k | 1% | Sep 2025 |
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| Quantinno Capital Management | 5.1k | $277k | 100% | Sep 2025 |
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| Private Trust Co Na | 4.8k | $257k | 0% | Sep 2025 |
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| Strategic Wealth Partners | 4.8k | $257k | 100% | Sep 2025 |
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| Perigon Wealth Management | 4.7k | $252k | -5% | Sep 2025 |
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| Royal Bank of Canada | 4.5k | $244k | 7% | Sep 2025 |
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| Magnolia Private Wealth | 4.2k | $225k | -10% | Sep 2025 |
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| Kestra Private Wealth Services | 4.1k | $220k | -11% | Sep 2025 |
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| Cardiff Park Advisors | 4.0k | $218k | 0% | Sep 2025 |
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| Flagship Harbor Advisors | 4.0k | $217k | 100% | Sep 2025 |
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| IFG Advisory | 3.9k | $213k | 100% | Sep 2025 |
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| Traynor Capital Management | 3.9k | $210k | 100% | Sep 2025 |
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| Hartland & Co | 3.7k | $200k | 100% | Sep 2025 |
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| Team Financial Group | 3.7k | $200k | 1% | Sep 2025 |
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| Farther Finance Advisors | 1.4k | $74k | -65% | Sep 2025 |
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| Smartleaf Asset Management | 1.4k | $73k | 0% | Sep 2025 |
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| Global Retirement Partners | 1.3k | $73k | 0% | Sep 2025 |
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| CoreCap Advisors | 1.3k | $72k | 0% | Sep 2025 |
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| Costello Asset Management | 900.00 | $49k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 877.00 | $47k | 100% | Sep 2025 |
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| Atlantic Trust | 874.00 | $47k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 639.00 | $35k | 0% | Sep 2025 |
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| Sym Financial Corporation | 471.00 | $25k | 0% | Sep 2025 |
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| IFP Advisors | 405.00 | $22k | 0% | Sep 2025 |
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| Geneos Wealth Management | 386.00 | $21k | 0% | Sep 2025 |
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| Crewe Advisors | 227.00 | $12k | 0% | Sep 2025 |
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| Evolution Wealth Management | 94.00 | $5.1k | -84% | Sep 2025 |
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| Covestor | 82.00 | $4.0k | -10% | Sep 2025 |
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| Frazier Financial Advisors | 70.00 | $3.8k | 0% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 38.00 | $2.1k | 0% | Sep 2025 |
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| Wiser Advisor Group | 19.00 | $1.0k | 100% | Sep 2025 |
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| FMR | 4.00 | $216.000000 | -69% | Sep 2025 |
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Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toronto-Dominion Bank | Jun 2025 | 82k | $4.1M |
| Armis Advisers | Jun 2025 | 50k | $2.5M |
| Financial Advocates Investment Management | Jun 2025 | 29k | $1.4M |
| Envestnet Asset Management | Jun 2025 | 12k | $589k |
| Ameriflex Group | Jun 2025 | 12k | $578k |
| Jane Street | Jun 2025 | 6.2k | $309k |
| Transce3nd | Jun 2025 | 5.4k | $271k |
| Tounjian Advisory Partners | Jun 2025 | 5.1k | $232k |
| Raymond James Financial | Jun 2025 | 1.2k | $59k |
| Wells Fargo & Company | Jun 2025 | 162.00 | $8.1k |
| Simplex Trading | Jun 2025 | 140.00 | $7.0k |