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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   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
   NDWM LLC 7 - 2024-03-31 79,027 $3,337,000 621
   Kestra Advisory Services LLC 829 - 2024-03-31 51,765 $2,186,000 2,471
   Truadvice LLC 34 - 2023-09-30 54,287 $1,949,000 31,057
   Belpointe Asset Management LLC 155 - 2024-03-31 38,859 $1,641,000 7,587
   Atria Wealth Solutions Inc. 817 - 2024-03-31 29,097 $1,229,000 1,365
   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
   ACT Advisors LLC. 22 - 2024-03-31 18,366 $776,000 360
   MULTIFINANCIAL SECURITIES CORP 1377 - 2024-03-31 16,679 $704,000 11,150
   Safeguard Financial LLC 52 - 2024-03-31 11,507 $486,000 29
   Claraphi Advisory Network LLC 145 - 2022-12-31 13,040 $423,000 2,331
   OGOREK ANTHONY JOSEPH /NY/ /ADV 51 - 2024-03-31 7,205 $304,000 16
   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
  28 Records found
  1    
  Page 1 of 1
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