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
Download as csv
Download as Excel
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 | 5.4M | $298M | -1% | Dec 2025 |
|
| CWM | 1.4M | $76M | 1% | Dec 2025 |
|
| Wealthcare Advisory Partners | 933k | $51M | -1% | Dec 2025 |
|
| Resources Investment Advisors | 703k | $39M | 0% | Dec 2025 |
|
| Huntington Asset Advisors | 646k | $35M | -9% | Dec 2025 |
|
| Cetera Investment Advisers | 562k | $31M | 1% | Dec 2025 |
|
| Professional Financial Advisors | 488k | $27M | -1% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 478k | $27M | 0% | Dec 2025 |
|
| WJ Interests | 464k | $25M | -7% | Dec 2025 |
|
| 46 Peaks | 429k | $24M | 100% | Dec 2025 |
|
| LPL Financial | 335k | $18M | 5% | Dec 2025 |
|
| Howard Bailey Securities | 257k | $14M | -28% | Sep 2025 |
|
| AQR Capital Management | 246k | $13M | -2% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 184k | $10M | -2% | Dec 2025 |
|
| Perennial Investment Advisors | 161k | $8.8M | 23% | Dec 2025 |
|
| Fermata Advisors | 124k | $6.8M | -1% | Dec 2025 |
|
| Bravias Capital Group | 105k | $5.7M | 9% | Dec 2025 |
|
| Kestra Advisory Services | 83k | $4.5M | -1% | Dec 2025 |
|
| Private Advisor | 81k | $4.4M | 0% | Dec 2025 |
|
| Advisor Group Holdings | 68k | $3.7M | -79% | Dec 2025 |
|
| CIBC Bancorp USA | 66k | $3.6M | 100% | Sep 2025 |
|
| Cibc World Markets | 65k | $3.5M | -6% | Dec 2025 |
|
| RHS Financial | 52k | $2.9M | -3% | Dec 2025 |
|
| Commonwealth Equity Services | 51k | $2.8M | -2% | Dec 2025 |
|
| Leading Edge Financial Planning | 38k | $2.1M | 6% | Dec 2025 |
|
| Insight Wealth Strategies | 37k | $2.0M | 9% | Dec 2025 |
|
| Morton Capital Management | 33k | $1.8M | 0% | Dec 2025 |
|
| Ausdal Financial Partners | 28k | $1.5M | -3% | Dec 2025 |
|
| Golden State Wealth Management | 28k | $1.5M | 3% | Dec 2025 |
|
| Goss Wealth Management | 26k | $1.4M | 77% | Dec 2025 |
|
| Herold Advisors | 25k | $1.4M | -4% | Dec 2025 |
|
| Wright Wealth | 23k | $1.3M | 100% | Dec 2025 |
|
| Innova Wealth Partners | 23k | $1.3M | 1% | Dec 2025 |
|
| Accurate Wealth Management | 22k | $1.2M | -4% | Dec 2025 |
|
| Sierra Capital | 21k | $1.2M | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 21k | $1.2M | 0% | Dec 2025 |
|
| ORBA Wealth Advisors | 21k | $1.1M | -12% | Dec 2025 |
|
| Belpointe Asset Management | 20k | $1.1M | 0% | Dec 2025 |
|
| WealthPlan Investment Management | 18k | $1.0M | 1% | Dec 2025 |
|
| Rockefeller Capital Management | 18k | $969k | 0% | Dec 2025 |
|
| REAP Financial Group | 17k | $904k | -3% | Dec 2025 |
|
| ACT Advisors | 16k | $883k | -3% | Dec 2025 |
|
| Oregon Pacific Wealth Management | 15k | $824k | -6% | Dec 2025 |
|
| Sunbelt Securities | 15k | $806k | -5% | Dec 2025 |
|
| CI Private Wealth | 14k | $762k | 5% | Dec 2025 |
|
| Jpmorgan Chase & Co | 14k | $746k | 100% | Sep 2025 |
|
| Mariner Wealth Advisors | 14k | $739k | 100% | Dec 2025 |
|
| Merit Financial Group | 13k | $700k | 0% | Dec 2025 |
|
| United Advisor Group | 12k | $681k | 3% | Dec 2025 |
|
| NDWM | 12k | $675k | 0% | Dec 2025 |
|
| IHT Wealth Management | 12k | $661k | 100% | Dec 2025 |
|
| Western Wealth Management | 11k | $603k | -10% | Dec 2025 |
|
| Quantinno Capital Management | 11k | $573k | 104% | Dec 2025 |
|
| Wedmont Private Capital | 10k | $558k | 0% | Dec 2025 |
|
| Efficient Wealth Management | 9.8k | $536k | 0% | Dec 2025 |
|
| Janney Montgomery Scott | 9.1k | $501k | 0% | Dec 2025 |
|
| Frontier Asset Management | 8.9k | $489k | 100% | Dec 2025 |
|
| AE Wealth Management | 8.3k | $455k | 33% | Dec 2025 |
|
| Barnes Wealth Management Group | 8.1k | $442k | 13% | Dec 2025 |
|
| Mercer Global Advisors | 8.0k | $440k | 0% | Dec 2025 |
|
| Astra Wealth Partners | 7.8k | $428k | 0% | Dec 2025 |
|
| Susquehanna International | 7.4k | $405k | 100% | Dec 2025 |
|
| Harbour Investments | 7.1k | $390k | 6% | Dec 2025 |
|
| J.w. Cole Advisors | 6.9k | $379k | 0% | Dec 2025 |
|
| NWF Advisory Services | 5.8k | $311k | 100% | Sep 2025 |
|
| Captrust Financial Advisors | 5.7k | $312k | 0% | Dec 2025 |
|
| Empowered Funds | 5.2k | $284k | 0% | Dec 2025 |
|
| Cambria Investment Management | 5.2k | $284k | 0% | Dec 2025 |
|
| Strategic Wealth Partners | 4.8k | $257k | 100% | Sep 2025 |
|
| Royal Bank of Canada | 4.5k | $244k | 7% | Sep 2025 |
|
| Perigon Wealth Management | 4.5k | $245k | -5% | Dec 2025 |
|
| Magnolia Private Wealth | 4.2k | $229k | 0% | Dec 2025 |
|
| Kestra Private Wealth Services | 4.1k | $224k | 0% | Dec 2025 |
|
| Strategic Blueprint | 4.0k | $222k | 100% | Dec 2025 |
|
| Cardiff Park Advisors | 4.0k | $222k | 0% | Dec 2025 |
|
| IFG Advisory | 4.0k | $221k | 2% | Dec 2025 |
|
| Flagship Harbor Advisors | 4.0k | $220k | 0% | Dec 2025 |
|
| Team Financial Group | 4.0k | $219k | 8% | Dec 2025 |
|
| Traynor Capital Management | 3.9k | $213k | 0% | Dec 2025 |
|
| Private Trust Co Na | 3.9k | $211k | -19% | Dec 2025 |
|
| Hartland & Co | 3.7k | $204k | 0% | Dec 2025 |
|
| Farther Finance Advisors | 2.6k | $142k | 90% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 1.7k | $94k | 96% | Dec 2025 |
|
| O'shaughnessy Asset Management | 1.7k | $92k | 164% | Dec 2025 |
|
| Smartleaf Asset Management | 1.4k | $75k | 0% | Dec 2025 |
|
| Global Retirement Partners | 1.4k | $74k | 0% | Dec 2025 |
|
| CoreCap Advisors | 1.3k | $73k | 0% | Dec 2025 |
|
| Chapman Financial Group | 1.0k | $55k | 100% | Dec 2025 |
|
| Costello Asset Management | 900.00 | $49k | 0% | Dec 2025 |
|
| Evolution Wealth Management | 623.00 | $34k | 563% | Dec 2025 |
|
| Sym Financial Corporation | 472.00 | $26k | 0% | Dec 2025 |
|
| IFP Advisors | 404.00 | $22k | 0% | Dec 2025 |
|
| UBS Group | 328.00 | $18k | 100% | Dec 2025 |
|
| Crewe Advisors | 227.00 | $12k | 0% | Dec 2025 |
|
| Covestor | 82.00 | $5.0k | 0% | Dec 2025 |
|
| Frazier Financial Advisors | 70.00 | $3.8k | 0% | Dec 2025 |
|
| Kayne Anderson Rudnick Investment Management | 38.00 | $2.1k | 0% | Sep 2025 |
|
| Wiser Advisor Group | 19.00 | $1.1k | 0% | Dec 2025 |
|
| FMR | 4.00 | $216.000000 | -69% | Sep 2025 |
|
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 |
| Old Mission Capital | Sep 2025 | 32k | $1.7M |
| Financial Advocates Investment Management | Jun 2025 | 29k | $1.4M |
| Integrated Wealth Concepts | Sep 2025 | 6.5k | $350k |
| Atlantic Trust | Sep 2025 | 874.00 | $47k |
| Geneos Wealth Management | Sep 2025 | 386.00 | $21k |