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 | 6.1M | $287M | 0% | Sep 2024 |
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| Huntington Asset Advisors | 1.2M | $55M | -8% | Sep 2024 |
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| CWM | 1.1M | $53M | 8% | Sep 2024 |
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| Wealthcare Advisory Partners | 885k | $42M | 0% | Sep 2024 |
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| WJ Interests | 852k | $40M | -5% | Sep 2024 |
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| Resources Investment Advisors | 733k | $34M | 3% | Sep 2024 |
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| Advisor Group Holdings | 673k | $32M | -16% | Sep 2024 |
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| Cetera Investment Advisers | 559k | $25M | 5% | Jun 2024 |
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| Professional Financial Advisors | 430k | $20M | -2% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 374k | $16M | 5% | Jun 2024 |
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| Bnp Paribas Arbitrage, Snc | 343k | $16M | -12% | Sep 2024 |
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| LPL Financial | 297k | $14M | -25% | Sep 2024 |
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| Howard Bailey Securities | 292k | $14M | 100% | Sep 2024 |
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| Perennial Investment Advisors | 203k | $8.9M | 0% | Jun 2024 |
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| AQR Capital Management | 177k | $8.3M | 2% | Sep 2024 |
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| Commonwealth Equity Services | 100k | $4.7M | -12% | Sep 2024 |
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| Fermata Advisors | 98k | $4.6M | 1% | Sep 2024 |
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| Accurate Wealth Management | 93k | $4.4M | 60% | Sep 2024 |
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| Private Advisor | 86k | $4.0M | -8% | Sep 2024 |
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| Cibc World Markets | 85k | $4.0M | -19% | Sep 2024 |
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| ORBA Wealth Advisors | 76k | $3.6M | 0% | Sep 2024 |
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| Envestnet Asset Management | 59k | $2.8M | -6% | Sep 2024 |
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| RHS Financial | 57k | $2.7M | -3% | Sep 2024 |
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| Kestra Advisory Services | 48k | $2.2M | -5% | Sep 2024 |
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| Baldwin Brothers | 46k | $2.2M | 100% | Sep 2024 |
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| Leading Edge Financial Planning | 37k | $1.8M | -4% | Sep 2024 |
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| Belpointe Asset Management | 37k | $1.6M | -6% | Jun 2024 |
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| Sierra Capital | 35k | $1.6M | 100% | Sep 2024 |
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| Morton Capital Management | 33k | $1.5M | 100% | Sep 2024 |
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| Ausdal Financial Partners | 30k | $1.4M | 34% | Sep 2024 |
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| Insight Wealth Strategies | 29k | $1.4M | -1% | Sep 2024 |
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| Herold Advisors | 27k | $1.3M | 0% | Sep 2024 |
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| Stifel Financial | 27k | $1.2M | 8% | Jun 2024 |
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| Sunbelt Securities | 26k | $1.1M | -3% | Jun 2024 |
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| Financial Advocates Investment Management | 25k | $1.2M | 3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 25k | $1.2M | 12% | Sep 2024 |
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| Empirical Finance | 18k | $848k | 0% | Sep 2024 |
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| ACT Advisors | 17k | $814k | -2% | Sep 2024 |
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| NDWM | 15k | $707k | -81% | Sep 2024 |
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| Janney Montgomery Scott | 13k | $617k | -37% | Sep 2024 |
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| AE Wealth Management | 13k | $598k | -9% | Sep 2024 |
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| Western Wealth Management | 13k | $594k | -8% | Sep 2024 |
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| Safeguard Financial | 13k | $591k | 9% | Sep 2024 |
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| Kestra Private Wealth Services | 12k | $570k | 42% | Sep 2024 |
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| Change Path | 11k | $526k | 100% | Sep 2024 |
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| Wedmont Private Capital | 10k | $463k | 0% | Sep 2024 |
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| Efficient Wealth Management | 9.8k | $459k | 0% | Sep 2024 |
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| J.w. Cole Advisors | 9.5k | $447k | 0% | Sep 2024 |
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| Mercer Global Advisors | 8.0k | $351k | 0% | Jun 2024 |
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| New Perspectives | 6.7k | $313k | 0% | Sep 2024 |
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| Great Valley Advisor Group | 5.9k | $279k | -6% | Sep 2024 |
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| Royal Bank of Canada | 5.7k | $267k | -1% | Sep 2024 |
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| Private Trust Co Na | 5.7k | $249k | 3% | Jun 2024 |
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| CI Private Wealth | 5.0k | $235k | 100% | Sep 2024 |
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| Morgan Stanley | 4.8k | $209k | -9% | Jun 2024 |
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| Perigon Wealth Management | 4.7k | $219k | 100% | Sep 2024 |
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| Harbour Investments | 4.4k | $206k | 6% | Sep 2024 |
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| Cardiff Park Advisors | 4.0k | $178k | 1% | Jun 2024 |
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| Ogorek Anthony Joseph | 3.8k | $178k | -42% | Sep 2024 |
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| Authentikos Wealth Advisory | 2.0k | $94k | 100% | Sep 2024 |
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| Global Retirement Partners | 923.00 | $43k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 418.00 | $20k | -39% | Sep 2024 |
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| Geneos Wealth Management | 406.00 | $18k | 0% | Jun 2024 |
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| JJJ Advisors | 361.00 | $16k | 0% | Jun 2024 |
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| IFP Advisors | 300.00 | $13k | 100% | Jun 2024 |
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| Benjamin F. Edwards & Company | 122.00 | $5.0k | 100% | Jun 2024 |
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| Smartleaf Asset Management | 120.00 | $5.6k | 0% | Sep 2024 |
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| Simplex Trading | 100.00 | $4.0k | 100% | Sep 2024 |
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| Northwest Capital Management | 98.00 | $4.6k | 0% | Sep 2024 |
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| Covestor | 98.00 | $5.0k | -20% | Sep 2024 |
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| Frazier Financial Advisors | 70.00 | $3.3k | 0% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 37.00 | $1.8k | 0% | Sep 2024 |
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| Wiser Advisor Group | 20.00 | $837.000000 | 400% | Jun 2024 |
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| Tower Research Capital | 3.00 | $132.000000 | 0% | Jun 2024 |
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Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 57k | $2.5M |
| LM Advisors | Mar 2024 | 35k | $1.5M |
| GeoWealth Management | Jun 2024 | 34k | $1.5M |
| Innova Wealth Partners | Jun 2024 | 23k | $997k |
| BlackDiamond Wealth Management | Mar 2024 | 17k | $721k |
| First Manhattan | Mar 2024 | 460.00 | $19k |
| Mather Group | Jun 2024 | 46.00 | $2.0k |