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 | $283M | 0% | Mar 2026 |
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| CWM | 1.4M | $74M | 2% | Mar 2026 |
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| Huntington Asset Advisors | 1.3M | $68M | 101% | Mar 2026 |
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| Wealthcare Advisory Partners | 1.0M | $61M | 4% | Jun 2026 |
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| Resources Investment Advisors | 610k | $32M | -13% | Mar 2026 |
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| Cetera Investment Advisers | 564k | $29M | 0% | Mar 2026 |
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| Professional Financial Advisors | 518k | $31M | 2% | Jun 2026 |
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| WJ Interests | 494k | $26M | 7% | Mar 2026 |
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| 46 Peaks | 443k | $23M | 3% | Mar 2026 |
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| LPL Financial | 351k | $18M | 5% | Mar 2026 |
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| AQR Capital Management | 254k | $13M | 4% | Mar 2026 |
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| Perennial Investment Advisors | 161k | $8.4M | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 159k | $8.3M | -14% | Mar 2026 |
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| Kestra Advisory Services | 134k | $7.0M | 62% | Mar 2026 |
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| Fermata Advisors | 118k | $6.9M | -2% | Jun 2026 |
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| Bravias Capital Group | 86k | $4.5M | -18% | Mar 2026 |
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| Private Advisor | 85k | $4.4M | 5% | Mar 2026 |
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| Advisor Group Holdings | 76k | $4.0M | 11% | Mar 2026 |
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| Independent Advisor Alliance | 75k | $3.9M | 100% | Mar 2026 |
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| Morgan Stanley | 70k | $3.6M | -12% | Mar 2026 |
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| CIBC Bancorp USA | 56k | $2.9M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 51k | $2.6M | -1% | Mar 2026 |
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| RHS Financial | 50k | $2.6M | -4% | Mar 2026 |
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| Leading Edge Financial Planning | 40k | $2.1M | 6% | Mar 2026 |
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| Insight Wealth Strategies | 39k | $2.3M | 4% | Jun 2026 |
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| Morton Capital Management | 33k | $1.7M | 0% | Mar 2026 |
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| Golden State Wealth Management | 29k | $1.5M | 7% | Mar 2026 |
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| Ausdal Financial Partners | 29k | $1.5M | 4% | Mar 2026 |
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| Herold Advisors | 24k | $1.3M | -4% | Mar 2026 |
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| Howard Bailey Securities | 24k | $1.2M | 100% | Mar 2026 |
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| Innova Wealth Partners | 23k | $1.2M | -1% | Mar 2026 |
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| Sierra Capital | 21k | $1.1M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 21k | $1.1M | -2% | Mar 2026 |
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| Accurate Wealth Management | 20k | $1.1M | -9% | Mar 2026 |
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| Belpointe Asset Management | 19k | $1000k | -4% | Mar 2026 |
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| Rockefeller Capital Management | 19k | $997k | 8% | Mar 2026 |
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| Wright Wealth | 18k | $931k | -24% | Mar 2026 |
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| XY Planning Network | 18k | $917k | 100% | Mar 2026 |
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| ORBA Wealth Advisors | 17k | $901k | -16% | Mar 2026 |
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| Goss Wealth Management | 17k | $861k | -37% | Mar 2026 |
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| Envestnet Asset Management | 16k | $844k | 100% | Mar 2026 |
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| ACT Advisors | 16k | $818k | -3% | Mar 2026 |
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| WealthPlan Investment Management | 15k | $772k | -19% | Mar 2026 |
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| Sunbelt Securities | 15k | $768k | 0% | Mar 2026 |
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| United Advisor Group | 15k | $754k | 16% | Mar 2026 |
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| Armis Advisers | 14k | $855k | -4% | Jun 2026 |
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| REAP Financial Group | 14k | $737k | -14% | Mar 2026 |
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| CI Private Wealth | 14k | $725k | 0% | Mar 2026 |
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| Quotient Wealth Partners | 13k | $690k | 100% | Mar 2026 |
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| Frontier Asset Management | 13k | $684k | 47% | Mar 2026 |
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| Merit Financial Group | 13k | $759k | 0% | Jun 2026 |
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| IHT Wealth Management | 12k | $625k | 1% | Mar 2026 |
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| NDWM | 12k | $623k | -3% | Mar 2026 |
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| Harbour Investments | 11k | $551k | 48% | Mar 2026 |
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| Quantinno Capital Management | 11k | $548k | 1% | Mar 2026 |
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| Western Wealth Management | 10k | $536k | -7% | Mar 2026 |
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| Wedmont Private Capital | 10k | $542k | 0% | Mar 2026 |
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| Efficient Wealth Management | 9.8k | $510k | 0% | Mar 2026 |
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| Inspire Advisors | 9.3k | $485k | 100% | Mar 2026 |
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| AE Wealth Management | 9.3k | $484k | 12% | Mar 2026 |
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| Janney Montgomery Scott | 8.8k | $459k | -4% | Mar 2026 |
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| Mercer Global Advisors | 7.8k | $407k | -3% | Mar 2026 |
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| Astra Wealth Partners | 7.8k | $407k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 6.1k | $317k | 100% | Mar 2026 |
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| Creative Planning | 5.9k | $307k | 100% | Mar 2026 |
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| Royal Bank of Canada | 5.4k | $279k | 100% | Mar 2026 |
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| J.w. Cole Advisors | 5.0k | $263k | -27% | Mar 2026 |
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| Barnes Wealth Management Group | 5.0k | $263k | -38% | Mar 2026 |
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| TopTier Wealth Management | 4.8k | $253k | 100% | Mar 2026 |
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| Regions Bank | 4.6k | $241k | 100% | Mar 2026 |
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| McCartney Wealth Management | 4.6k | $239k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 4.5k | $233k | -22% | Mar 2026 |
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| United Capital Financial Advisers | 4.4k | $229k | 100% | Mar 2026 |
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| Team Financial Group | 4.3k | $255k | 1% | Jun 2026 |
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| Perigon Wealth Management | 4.2k | $219k | -6% | Mar 2026 |
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| Private Trust Co Na | 4.2k | $217k | 8% | Mar 2026 |
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| Strategic Blueprint | 4.1k | $215k | 2% | Mar 2026 |
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| Kestra Private Wealth Services | 4.1k | $214k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 4.0k | $211k | 0% | Mar 2026 |
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| Magnolia Private Wealth | 3.8k | $200k | -8% | Mar 2026 |
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| Worth Asset Management | 3.6k | $214k | 100% | Jun 2026 |
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| Synergy Investment Management | 2.6k | $137k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.7k | $91k | 1% | Mar 2026 |
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| O'shaughnessy Asset Management | 1.5k | $81k | -8% | Mar 2026 |
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| Mather Group | 1.5k | $76k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 1.4k | $69k | 0% | Mar 2026 |
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| CoreCap Advisors | 1.3k | $79k | 0% | Jun 2026 |
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| Chapman Financial Group | 1.0k | $52k | 0% | Mar 2026 |
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| Costello Asset Management | 900.00 | $47k | 0% | Mar 2026 |
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| Farther Finance Advisors | 745.00 | $44k | 51% | Jun 2026 |
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| Evolution Wealth Management | 623.00 | $33k | 0% | Mar 2026 |
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| Wells Fargo & Company | 600.00 | $31k | 100% | Mar 2026 |
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| Vanguard Advisers | 589.00 | $31k | 100% | Mar 2026 |
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| Hilton Head Capital Partners | 564.00 | $29k | 100% | Mar 2026 |
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| Sym Financial Corporation | 473.00 | $25k | 0% | Mar 2026 |
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| Frazier Financial Advisors | 439.00 | $23k | 527% | Mar 2026 |
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| IFP Advisors | 405.00 | $21k | 0% | Mar 2026 |
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| Crewe Advisors | 227.00 | $12k | 0% | Mar 2026 |
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| Essential Partners | 191.00 | $10k | 0% | Mar 2026 |
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| Covestor | 161.00 | $8.0k | 96% | Mar 2026 |
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| Abound Wealth Management | 106.00 | $6.3k | -2% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 38.00 | $2.0k | 0% | Mar 2026 |
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| Wiser Advisor Group | 19.00 | $1.0k | 0% | Mar 2026 |
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| FMR | 7.00 | $365.000300 | -92% | Mar 2026 |
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| Strategic Wealth Partners | 0 | $0 | -100% | Mar 2026 |
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Who sold out of Wisdomtree Tr 90/60 balnced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 478k | $27M |
| Oregon Pacific Wealth Management | Dec 2025 | 15k | $824k |
| Mariner Wealth Advisors | Dec 2025 | 14k | $739k |
| Susquehanna International | Dec 2025 | 7.4k | $405k |
| Empowered Funds | Dec 2025 | 5.2k | $284k |
| Cambria Investment Management | Dec 2025 | 5.2k | $284k |
| IFG Advisory | Dec 2025 | 4.0k | $221k |
| Flagship Harbor Advisors | Dec 2025 | 4.0k | $220k |
| Traynor Capital Management | Dec 2025 | 3.9k | $213k |
| Hartland & Co | Dec 2025 | 3.7k | $204k |
| UBS Group | Dec 2025 | 328.00 | $18k |