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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: 3-31-2022 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 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
   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
   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
   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
   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
   KLR INVESTMENT ADVISORS LLC 11 - 2024-03-31 52,794 $2,121,000 -9,738
   Leading Edge Financial Planning LLC 17 - 2024-03-31 30,300 $1,280,000 -16,200
   Insight Wealth Strategies LLC 115 - 2024-03-31 28,557 $1,206,000 -735
   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
   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
   BlackDiamond Wealth Management Inc. 45 - 2024-03-31 17,070 $721,000 -18,545
   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
   Ford Financial Group Inc. 3 - 2023-03-31 9,810 $344,000 -20,863
   ROYAL BANK OF CANADA 3910 - 2024-03-31 6,277 $265,000 -2,145
   CARDIFF PARK ADVISORS LLC 264 - 2024-03-31 4,000 $169,000 -87
   Covestor Ltd 1776 - 2024-03-31 124 $5,000 -6
   FMR LLC 5632 - 2024-03-31 2 $0 -102
  27 Records found
  1    
  Page 1 of 1
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