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 | 5.4M | $316M | -1% | Jun 2026 |
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| CWM | 1.4M | $74M | 2% | Mar 2026 |
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| Wealthcare Advisory Partners | 1.0M | $61M | 4% | Jun 2026 |
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| Huntington Asset Advisors | 735k | $43M | -43% | Jun 2026 |
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| Resources Investment Advisors | 612k | $36M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 554k | $33M | -2% | Jun 2026 |
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| Professional Financial Advisors | 518k | $31M | 2% | Jun 2026 |
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| 46 Peaks | 387k | $23M | -13% | Jun 2026 |
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| LPL Financial | 381k | $23M | 8% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 328k | $19M | 100% | Jun 2026 |
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| AQR Capital Management | 244k | $14M | -4% | Jun 2026 |
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| WJ Interests | 193k | $11M | -61% | Jun 2026 |
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| Perennial Investment Advisors | 162k | $9.5M | 1% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 153k | $9.0M | -4% | Jun 2026 |
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| Kestra Advisory Services | 129k | $7.6M | -4% | Jun 2026 |
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| Fermata Advisors | 118k | $6.9M | -2% | Jun 2026 |
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| Regions Bank | 96k | $5.7M | 1978% | Jun 2026 |
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| Jpmorgan Chase & Co | 92k | $5.4M | 100% | Jun 2026 |
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| Bravias Capital Group | 89k | $5.2M | 3% | Jun 2026 |
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| Advisor Group Holdings | 83k | $4.9M | 10% | Jun 2026 |
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| Private Advisor | 81k | $4.8M | -5% | Jun 2026 |
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| Morgan Stanley | 70k | $3.6M | -12% | Mar 2026 |
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| CIBC Bancorp USA | 64k | $3.8M | 16% | Jun 2026 |
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| RHS Financial | 53k | $3.1M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 50k | $2.9M | -1% | Jun 2026 |
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| Leading Edge Financial Planning | 44k | $2.6M | 10% | Jun 2026 |
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| Insight Wealth Strategies | 39k | $2.3M | 4% | Jun 2026 |
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| Morton Capital Management | 33k | $2.0M | 0% | Jun 2026 |
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| Golden State Wealth Management | 28k | $1.7M | -5% | Jun 2026 |
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| Ausdal Financial Partners | 25k | $1.5M | -13% | Jun 2026 |
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| Innova Wealth Partners | 23k | $1.4M | 2% | Jun 2026 |
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| Herold Advisors | 23k | $1.4M | -4% | Jun 2026 |
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| Sierra Capital | 21k | $1.3M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 21k | $1.2M | 0% | Jun 2026 |
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| Howard Bailey Securities | 20k | $1.2M | -17% | Jun 2026 |
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| Belpointe Asset Management | 19k | $1.1M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 18k | $1.1M | -5% | Jun 2026 |
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| XY Planning Network | 18k | $1.1M | 3% | Jun 2026 |
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| Wright Wealth | 18k | $1.0M | -1% | Jun 2026 |
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| Envestnet Asset Management | 16k | $928k | -3% | Jun 2026 |
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| United Advisor Group | 16k | $913k | 7% | Jun 2026 |
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| Sunbelt Securities | 15k | $768k | 0% | Mar 2026 |
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| Goss Wealth Management | 15k | $865k | -11% | Jun 2026 |
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| Armis Advisers | 14k | $855k | -4% | Jun 2026 |
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| Accurate Wealth Management | 14k | $827k | -30% | Jun 2026 |
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| ORBA Wealth Advisors | 14k | $822k | -19% | Jun 2026 |
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| CI Private Wealth | 14k | $821k | 0% | Jun 2026 |
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| WealthPlan Investment Management | 13k | $791k | -10% | Jun 2026 |
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| Quotient Wealth Partners | 13k | $775k | -1% | Jun 2026 |
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| Merit Financial Group | 13k | $759k | 0% | Jun 2026 |
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| Frontier Asset Management | 12k | $721k | -7% | Jun 2026 |
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| NDWM | 12k | $700k | -1% | Jun 2026 |
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| ACT Advisors | 11k | $676k | -27% | Jun 2026 |
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| Harbour Investments | 11k | $626k | 0% | Jun 2026 |
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| Western Wealth Management | 10k | $607k | 0% | Jun 2026 |
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| Wedmont Private Capital | 10k | $596k | 0% | Jun 2026 |
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| REAP Financial Group | 9.9k | $587k | -30% | Jun 2026 |
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| Efficient Wealth Management | 9.8k | $577k | 0% | Jun 2026 |
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| Inspire Advisors | 9.1k | $540k | -2% | Jun 2026 |
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| Janney Montgomery Scott | 8.9k | $523k | 1% | Jun 2026 |
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| AE Wealth Management | 8.5k | $503k | -8% | Jun 2026 |
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| Mercer Global Advisors | 7.8k | $461k | 0% | Jun 2026 |
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| Astra Wealth Partners | 7.8k | $461k | 0% | Jun 2026 |
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| Quantinno Capital Management | 6.5k | $385k | -38% | Jun 2026 |
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| Wells Fargo & Company | 5.5k | $326k | 820% | Jun 2026 |
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| Royal Bank of Canada | 5.3k | $312k | -1% | Jun 2026 |
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| Creative Planning | 5.2k | $306k | -12% | Jun 2026 |
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| Barnes Wealth Management Group | 5.1k | $301k | 1% | Jun 2026 |
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| J.w. Cole Advisors | 5.1k | $299k | 0% | Jun 2026 |
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| IHT Wealth Management | 5.0k | $298k | -58% | Jun 2026 |
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| Integrated Wealth Concepts | 4.8k | $285k | -21% | Jun 2026 |
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| Kensington Investment Counsel | 4.8k | $281k | 100% | Jun 2026 |
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| TopTier Wealth Management | 4.7k | $280k | -2% | Jun 2026 |
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| McCartney Wealth Management | 4.7k | $277k | 2% | Jun 2026 |
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| Prospera Financial Services | 4.5k | $267k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 4.5k | $267k | 10% | Jun 2026 |
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| Perigon Wealth Management | 4.5k | $267k | 8% | Jun 2026 |
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| Balentine | 4.5k | $264k | 100% | Jun 2026 |
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| Team Financial Group | 4.3k | $255k | 1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 4.2k | $250k | 144% | Jun 2026 |
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| Private Trust Co Na | 4.2k | $245k | 0% | Jun 2026 |
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| Vise Technologies | 4.1k | $243k | 100% | Jun 2026 |
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| Traynor Capital Management | 3.9k | $230k | 100% | Jun 2026 |
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| Magnolia Private Wealth | 3.8k | $227k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 3.8k | $222k | -16% | Jun 2026 |
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| Flagship Harbor Advisors | 3.7k | $219k | 100% | Jun 2026 |
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| Worth Asset Management | 3.6k | $214k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 3.6k | $210k | 100% | Jun 2026 |
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| Global Retirement Partners | 3.4k | $198k | 148% | Jun 2026 |
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| IFG Advisory | 2.9k | $172k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.9k | $172k | 88% | Jun 2026 |
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| Synergy Investment Management | 2.1k | $125k | -19% | Jun 2026 |
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| Mather Group | 1.5k | $89k | 3% | Jun 2026 |
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| Smartleaf Asset Management | 1.4k | $80k | 0% | Jun 2026 |
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| CoreCap Advisors | 1.3k | $79k | 0% | Jun 2026 |
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| Chapman Financial Group | 1.0k | $59k | 0% | Jun 2026 |
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| Costello Asset Management | 900.00 | $53k | 0% | Jun 2026 |
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| Farther Finance Advisors | 745.00 | $44k | 51% | Jun 2026 |
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| Evolution Wealth Management | 623.00 | $37k | 0% | Jun 2026 |
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| Vanguard Advisers | 589.00 | $35k | 0% | Jun 2026 |
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| Frazier Financial Advisors | 439.00 | $26k | 0% | Jun 2026 |
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| Ameriflex Group | 414.00 | $24k | 100% | Jun 2026 |
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| IFP Advisors | 405.00 | $24k | 0% | Jun 2026 |
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| Sym Financial Corporation | 344.00 | $20k | -27% | Jun 2026 |
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| Crewe Advisors | 227.00 | $13k | 0% | Jun 2026 |
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| Covestor | 199.00 | $12k | 24% | Jun 2026 |
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| Essential Partners | 191.00 | $11k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 116.00 | $6.8k | 100% | Jun 2026 |
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| Abound Wealth Management | 106.00 | $6.3k | -2% | Jun 2026 |
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| Action Point Financial Planning | 106.00 | $6.2k | 100% | Jun 2026 |
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| UBS Group | 56.00 | $3.3k | 100% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 38.00 | $2.3k | 0% | Jun 2026 |
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| Wiser Advisor Group | 20.00 | $1.2k | 5% | Jun 2026 |
|
| FMR | 18.00 | $1.1k | 157% | Jun 2026 |
|
Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 75k | $3.9M |
| United Capital Financial Advisers | Mar 2026 | 4.4k | $229k |
| Strategic Blueprint | Mar 2026 | 4.1k | $215k |
| Cardiff Park Advisors | Mar 2026 | 4.0k | $211k |
| Hilton Head Capital Partners | Mar 2026 | 564.00 | $29k |