Who owns Wisdomtree Tr 90/60 balnced fd?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Halbert Hargrove Global Advisors 5.9M $193M 16% Dec 2022
Huntington Asset Advisors 1.7M $57M 2% Dec 2022
WJ Interests 668k $22M 4% Dec 2022
CWM 533k $17M 489% Dec 2022
Healthcare Of Ontario Pension Plan Trust Fund 450k $15M 0% Dec 2022
ACT Advisors 442k $14M 30% Dec 2022
Resources Investment Advisors 400k $13M 314% Dec 2022
Wealthcare Advisory Partners 389k $13M 100% Dec 2022
LPL Financial 313k $10M 0% Dec 2022
Toronto-Dominion Bank 300k $9.7M 6% Dec 2022
AE Wealth Management 263k $8.5M 9% Dec 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Wisdomtree Tr 90/60 balnced?

Ogorek Anthony Joseph 250k $8.1M 0% Dec 2022
Money Concepts Capital Corp 196k $6.4M -5% Dec 2022
Financial Network Investment Corporation 191k $6.2M 100% Dec 2022
Integrated Wealth Concepts 144k $4.7M -19% Dec 2022
Professional Financial Advisors 125k $4.0M 21% Dec 2022
Perigon Wealth Management 113k $3.3M 803% Dec 2022
RHS Financial 94k $3.0M -38% Dec 2022
Fermata Advisors 93k $3.0M -7% Dec 2022
Envestnet Asset Management 90k $2.9M 6% Dec 2022
Empirical Finance 65k $2.1M 100% Dec 2022
Sunbelt Securities 40k $1.3M -6% Dec 2022
Commonwealth Equity Services 40k $1.3M 48% Dec 2022
Cetera Investment Advisers 38k $1.2M -2% Dec 2022
Bnp Paribas Arbitrage, Snc 38k $1.2M -53% Dec 2022
Mml Investors Services 33k $1.1M 4% Dec 2022
Leading Edge Financial Planning 32k $1.0M 100% Dec 2022
Ford Financial Group 31k $995k 187% Dec 2022
Janney Montgomery Scott 31k $991k -6% Dec 2022
Herold Advisors 30k $975k -2% Dec 2022
BlackDiamond Wealth Management 30k $985k 0% Dec 2022
Insight Wealth Strategies 26k $848k -4% Dec 2022
Cambridge Investment Research Advisors 26k $841k 10% Dec 2022
Prospera Financial Services 26k $829k 33% Dec 2022
Truadvice 25k $848k -1% Dec 2022
Stifel Financial 25k $808k 17% Dec 2022
Kestra Advisory Services 20k $653k 35% Dec 2022
Western Wealth Management 17k $562k -55% Dec 2022
Atria Wealth Solutions 17k $536k -2% Dec 2022
Financial Advocates Investment Management 16k $524k 25% Dec 2022
Royal Bank of Canada 16k $503k -65% Dec 2022
DiMeo Schneider & Associates 15k $492k 100% Dec 2022
Claraphi Advisory Network 13k $423k 22% Dec 2022
Private Advisor 13k $405.145000 -14% Dec 2022
Branch Banking & Trust Company 12k $384k -21% Dec 2022
Multi-Financial Securities 11k $347k -89% Dec 2022
Efficient Wealth Management 9.8k $299k 0% Dec 2022
Innova Wealth Partners 8.9k $287k -57% Dec 2022
Flagship Harbor Advisors 8.8k $286k -10% Dec 2022
Safeguard Financial 8.6k $279k 100% Dec 2022
Advisor Group Holdings 6.7k $218k -1% Dec 2022
Retirement Network 5.4k $176k 1303% Dec 2022
Morgan Stanley 5.3k $173k -26% Dec 2022
EWG Elevate 4.1k $134k 100% Dec 2022
Advisory Services Network 3.6k $116k -46% Dec 2022
Private Trust Co Na 3.0k $96k 0% Dec 2022
Harbour Investments 2.6k $85k -10% Dec 2022
Mot 2.0k $64k 0% Dec 2022
IFP Advisors 1.5k $38k -88% Dec 2022
Sym Financial Corporation 791.00 $26k -100% Dec 2022
Steward Financial Group 731.00 $23k 100% Dec 2022
First Manhattan 460.00 $15k 0% Dec 2022
Geneos Wealth Management 399.00 $13k 0% Dec 2022
JJJ Advisors 281.00 $9.5k 66% Dec 2022
Covestor 184.00 $6.0k 2% Dec 2022
BlackRock 122.00 $4.0k 100% Dec 2022
UBS Group 111.00 $3.6k 383% Dec 2022
Optimum Investment Advisors 100.00 $3.2k 0% Dec 2022
Heritage Wealth Management 86.00 $2.8k 100% Dec 2022
FMR 6.00 $195.000000 -85% Dec 2022
Tower Research Capital 4.00 $0 0% Dec 2022

Who sold out of Wisdomtree Tr 90/60 balnced?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2022 45k $1.5M
Millennium Management Jun 2022 27k $891k
Garrett Wealth Advisory Group Sep 2022 26k $797k
Wick Capital Partners Sep 2022 13k $386k
Flow Traders US Sep 2022 6.7k $206k
Private Ocean Sep 2022 4.5k $138k
Bessemer Sep 2022 1.3k $38k
Raleigh Capital Management Sep 2022 327.00 $10k