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Get Institutions for : 
Wisdomtree 90/60 Us Balanced Fund (NTSX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    2
Total shares held : 
 15,567,319  
% of shares held : 
 14.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 45,136  
% of shares held change : 
   0.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 253,579
 1.63%
 
Increased Positions :
34
 713,792
 4.59%
 
Unchanged Positions :
15
 217,732
 1.4%
 
Decreased Positions :
17
-896,842
-5.76%
 
Closed Positions :
6
-25,393
-0.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HALBERT, HARGROVE/RUSSELL LLC 1 - 2024-03-31 5,975,967 $252,365,000 -17,459
   HUNTINGTON ASSET ADVISORS INC. 8 - 2024-03-31 1,256,568 $53,065,000 -33,919
   CWM LLC 94 - 2024-03-31 1,010,326 $42,666,000 70,179
   Wealthcare Advisory Partners LLC 15 - 2024-03-31 875,335 $36,965,000 179,183
   WJ Interests LLC 1 - 2024-03-31 873,778 $36,900,000 23,287
   Advisor Group Holdings Inc. 262 - 2024-03-31 802,584 $33,893,000 -13,057
   Resources Investment Advisors Inc. 47 - 2024-03-31 704,799 $29,764,000 -2,037
   Cetera Investment Advisers 353 - 2024-03-31 534,425 $22,569,000 521,925
   FINANCIAL NETWORK 200 - 2024-03-31 517,746 $21,864,000 22,422
   Professional Financial Advisors LLC 3 - 2024-03-31 426,819 $18,025,000 224,380
   LPL FINANCIAL CORP 993 - 2024-03-31 419,413 $17,712,000 47,712
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 376 - 2024-03-31 355,102 $14,996,000 16,893
   BNP PARIBAS ARBITRAGE SA 710 - 2024-03-31 268,975 $11,359,000 185,958
   COMMONWEALTH EQUITY SERVICES LLC. 817 - 2024-03-31 218,755 $9,238,000 4,325
   Perennial Investment Advisors LLC 15 - 2024-03-31 203,345 $8,587,000 -70,326
   TORONTO DOMINION BANK 524 - 2024-03-31 144,000 $6,081,000 -313,000
   AQR CAPITAL MANAGEMENT LLC 908 - 2024-03-31 140,688 $5,941,000 17,812
   Fermata Advisors LLC 31 - 2024-03-31 98,174 $4,146,000 1,247
   CIBC WORLD MARKETS CORP 374 - 2024-03-31 95,521 $4,034,000 79,426
   Private Advisor Group LLC 543 - 2024-03-31 93,562 $3,951,000 -89,872
   ORBA Wealth Advisors L.L.C. 19 - 2024-03-31 79,667 $3,364,000 -5,009
   NDWM LLC 7 - 2024-03-31 79,027 $3,337,000 621
   ENVESTNET ASSET MANAGEMENT INC 2245 - 2024-03-31 78,509 $3,315,000 -16,858
   RHS Financial LLC 19 - 2024-03-31 62,178 $2,626,000 -4,915
   Kestra Advisory Services LLC 829 - 2024-03-31 51,765 $2,186,000 2,471
   KLR INVESTMENT ADVISORS LLC 11 - 2024-03-31 52,794 $2,121,000 -9,738
   Truadvice LLC 34 - 2023-09-30 54,287 $1,949,000 31,057
   GeoWealth Management LLC 178 *New 2024-03-31 44,614 $1,884,000 44,614
   Belpointe Asset Management LLC 155 - 2024-03-31 38,859 $1,641,000 7,587
   LM Advisors LLC 67 *New 2024-03-31 34,777 $1,469,000 34,777
   Leading Edge Financial Planning LLC 17 - 2024-03-31 30,300 $1,280,000 -16,200
   Atria Wealth Solutions Inc. 817 - 2024-03-31 29,097 $1,229,000 1,365
   Insight Wealth Strategies LLC 115 - 2024-03-31 28,557 $1,206,000 -735
   Herold Advisors Inc. 110 - 2024-03-31 27,100 $1,144,000 0
   Sunbelt Securities Inc. 167 - 2024-03-31 26,269 $1,109,000 -2,652
   STIFEL FINANCIAL CORP 2158 - 2024-03-31 24,480 $1,034,000 -690
   JANNEY MONTGOMERY SCOTT LLC 1501 - 2024-03-31 24,098 $1,018,000 -11,690
   Financial Advocates Investment Management 310 - 2024-03-31 23,341 $986,000 807
   Innova Wealth Partners 30 - 2024-03-31 23,032 $973,000 3,799
   IHT Wealth Management LLC 460 - 2024-03-31 21,335 $901,000 -2,281
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1797 - 2024-03-31 21,143 $893,000 -410
   ACT Advisors LLC. 22 - 2024-03-31 18,366 $776,000 360
   Empirical Finance LLC 324 - 2024-03-31 18,048 $762,000 1
   BlackDiamond Wealth Management Inc. 45 - 2024-03-31 17,070 $721,000 -18,545
   MULTIFINANCIAL SECURITIES CORP 1377 - 2024-03-31 16,679 $704,000 11,150
   AE Wealth Management LLC 754 - 2024-03-31 14,923 $630,000 -350,633
   MML INVESTORS SERVICES LLC 1665 - 2024-03-31 14,794 $625,000 -6,572
   Western Wealth Management LLC 325 - 2024-03-31 14,047 $593,000 -84
   Safeguard Financial LLC 52 - 2024-03-31 11,507 $486,000 29
   J.W. COLE ADVISORS INC. 554 *New 2024-03-31 10,818 $457,000 10,818
   Claraphi Advisory Network LLC 145 - 2022-12-31 13,040 $423,000 2,331
   Efficient Wealth Management LLC 49 - 2024-03-31 9,783 $414,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 919 *New 2024-03-31 8,804 $372,000 8,804
   Ford Financial Group Inc. 3 - 2023-03-31 9,810 $344,000 -20,863
   MERCER GLOBAL ADVISORS INC /ADV 1488 - 2024-03-31 8,000 $338,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 51 - 2024-03-31 7,205 $304,000 16
   New Perspectives Inc 23 *New 2024-03-31 6,668 $282,000 6,668
   ROYAL BANK OF CANADA 3910 - 2024-03-31 6,277 $265,000 -2,145
   PRIVATE TRUST CO NA 591 - 2024-03-31 5,494 $232,000 683
   MORGAN STANLEY 5499 - 2024-03-31 5,226 $221,000 762
   Team Financial Group LLC 31 - 2024-03-31 4,961 $209,000 361
   CARDIFF PARK ADVISORS LLC 264 - 2024-03-31 4,000 $169,000 -87
   HARBOUR INVESTMENTS INC. 991 - 2023-12-31 3,629 $143,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1449 *New 2024-03-31 685 $29,000 685
   MOTCO 405 - 2024-03-31 492 $21,000 0
   FIRST MANHATTAN CO 1029 - 2024-03-31 460 $19,000 0
   Geneos Wealth Management Inc. 1409 - 2024-03-31 405 $17,000 1
   JJJ Advisors Inc. 612 - 2024-03-31 361 $15,000 0
   Covestor Ltd 1776 - 2024-03-31 124 $5,000 -6
   Smartleaf Asset Management LLC 1005 - 2024-03-31 115 $5,000 0
   OPTIMUM INVESTMENT ADVISORS 571 - 2024-03-31 100 $4,000 0
   Frazier Financial Advisors LLC 728 - 2024-03-31 70 $3,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 783 - 2024-03-31 37 $2,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5666 *Closed 2024-03-31 0 $0 -24,386
   WELLS FARGO & CO/MN 6092 *Closed 2024-03-31 0 $0 -432
   TOWER RESEARCH CAPITAL LLC 5662 - 2024-03-31 3 $0 0
   FLAGSHIP HARBOR ADVISORS LLC 681 *Closed 2024-03-31 0 $0 -7,613
   Venturi Wealth Management LLC 1384 *Closed 2024-03-31 0 $0 -24,000
   JANE STREET GROUP LLC 5703 *Closed 2024-03-31 0 $0 -15,342
   PROEQUITIES INC. 7660 - 2024-03-31 0 $0 0
   HANSON MCCLAIN, INC. 3571 *New 2024-03-31 1 $0 1
   PROSPERA FINANCIAL SERVICES 1099 *Closed 2023-12-31 0 $0 -8,345
   IFP Advisors Inc 3291 *Closed 2023-12-31 0 $0 -1
   Integrated Wealth Concepts LLC 1654 *Closed 2024-03-31 0 $0 -6,025
   FMR LLC 5632 - 2024-03-31 2 $0 -102
   Perigon Wealth Management LLC 922 *Closed 2024-03-31 0 $0 -5,650
   Wiser Advisor Group LLC 298 *New 2024-03-31 4 $0 4
  87 Records found
  1    
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