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 | 6.0M | $252M | 0% | Mar 2024 |
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| Huntington Asset Advisors | 1.3M | $51M | 4% | Dec 2023 |
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| CWM | 1.0M | $43M | 7% | Mar 2024 |
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| Wealthcare Advisory Partners | 875k | $37M | 26% | Mar 2024 |
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| WJ Interests | 874k | $37M | 3% | Mar 2024 |
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| Advisor Group Holdings | 816k | $32M | -46% | Dec 2023 |
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| AE Wealth Management | 366k | $15M | 17% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 355k | $15M | 5% | Mar 2024 |
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| Commonwealth Equity Services | 214k | $8.4M | 361% | Dec 2023 |
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| Professional Financial Advisors | 202k | $8.0M | 14% | Dec 2023 |
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| Private Advisor | 183k | $7.2M | 12% | Dec 2023 |
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| AQR Capital Management | 123k | $4.8M | 100% | Dec 2023 |
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| Fermata Advisors | 98k | $4.1M | 1% | Mar 2024 |
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| ORBA Wealth Advisors | 85k | $3.3M | 100% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 83k | $3.3M | -15% | Dec 2023 |
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| NDWM | 78k | $3.1M | 100% | Dec 2023 |
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| Klr Investment Advisors | 63k | $2.5M | -5% | Dec 2023 |
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| RHS Financial | 62k | $2.6M | -7% | Mar 2024 |
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| Kestra Advisory Services | 49k | $1.9M | 13% | Dec 2023 |
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| Janney Montgomery Scott | 36k | $1.4M | 7% | Dec 2023 |
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| BlackDiamond Wealth Management | 36k | $1.4M | 0% | Dec 2023 |
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| Insight Wealth Strategies | 29k | $1.2M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 28k | $1.1M | 11% | Dec 2023 |
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| Herold Advisors | 27k | $1.1M | 0% | Dec 2023 |
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| Sunbelt Securities | 26k | $1.1M | -9% | Mar 2024 |
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| Stifel Financial | 25k | $989k | 1% | Dec 2023 |
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| Venturi Wealth Management | 24k | $943k | 100% | Dec 2023 |
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| Financial Advocates Investment Management | 23k | $886k | 13% | Dec 2023 |
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| Cambridge Investment Research Advisors | 22k | $847k | -4% | Dec 2023 |
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| Innova Wealth Partners | 19k | $756k | -3% | Dec 2023 |
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| ACT Advisors | 18k | $776k | 2% | Mar 2024 |
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| Jane Street | 15k | $603k | 100% | Dec 2023 |
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| Western Wealth Management | 14k | $555k | 0% | Dec 2023 |
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| Safeguard Financial | 12k | $486k | 0% | Mar 2024 |
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| Efficient Wealth Management | 9.8k | $384k | 0% | Dec 2023 |
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| Royal Bank of Canada | 8.4k | $331k | -8% | Dec 2023 |
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| Mercer Global Advisors | 8.0k | $314k | 100% | Dec 2023 |
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| Ogorek Anthony Joseph | 7.2k | $282k | -12% | Dec 2023 |
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| Perigon Wealth Management | 5.7k | $222k | 100% | Dec 2023 |
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| Private Trust Co Na | 4.8k | $189k | 13% | Dec 2023 |
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| Team Financial Group | 4.6k | $181k | 9% | Dec 2023 |
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| Cardiff Park Advisors | 4.1k | $161k | 100% | Dec 2023 |
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| Harbour Investments | 3.6k | $143k | 0% | Dec 2023 |
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| Mot | 492.00 | $19k | 0% | Dec 2023 |
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| Wells Fargo & Company | 432.00 | $17k | -3% | Dec 2023 |
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| Geneos Wealth Management | 404.00 | $16k | 0% | Dec 2023 |
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| JJJ Advisors | 361.00 | $15k | 0% | Mar 2024 |
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| Covestor | 130.00 | $5.0k | 3% | Dec 2023 |
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| Smartleaf Asset Management | 115.00 | $4.6k | 100% | Dec 2023 |
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| Optimum Investment Advisors | 100.00 | $4.2k | 0% | Mar 2024 |
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| Frazier Financial Advisors | 70.00 | $2.8k | 100% | Dec 2023 |
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Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Townsquare Capital | Sep 2023 | 14k | $475k |
| Prospera Financial Services | Sep 2023 | 8.3k | $292k |
| Flagship Harbor Advisors | Dec 2023 | 7.6k | $299k |
| Authentikos Wealth Advisory | Sep 2023 | 2.0k | $70k |
| UBS Group | Sep 2023 | 1.4k | $48k |