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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
   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. 320 - 2023-12-31 815,641 $32,054,000 -682,927
   Resources Investment Advisors Inc. 44 - 2023-12-31 706,836 $27,779,000 -28,318
   FINANCIAL NETWORK 192 - 2023-12-31 495,324 $19,466,000 20,674
   Professional Financial Advisors LLC 3 - 2024-03-31 426,819 $18,025,000 224,380
   TORONTO DOMINION BANK 343 - 2023-12-31 457,000 $17,960,000 15,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 376 - 2024-03-31 355,102 $14,996,000 16,893
   AE Wealth Management LLC 303 - 2023-12-31 365,556 $14,637,000 52,521
   LPL FINANCIAL CORP 1024 - 2023-12-31 371,701 $14,608,000 85,408
   Perennial Investment Advisors LLC 10 - 2023-12-31 273,671 $10,755,000 -632
   COMMONWEALTH EQUITY SERVICES LLC. 805 - 2023-12-31 214,430 $8,427,000 167,964
   Private Advisor Group LLC 326 - 2023-12-31 183,434 $7,209,000 20,008
   AQR CAPITAL MANAGEMENT LLC 965 *New 2023-12-31 122,876 $4,829,000 122,876
   Fermata Advisors LLC 31 - 2024-03-31 98,174 $4,146,000 1,247
   ENVESTNET ASSET MANAGEMENT INC 2078 - 2023-12-31 95,367 $3,748,000 2,043
   NDWM LLC 7 - 2024-03-31 79,027 $3,337,000 621
   ORBA Wealth Advisors L.L.C. 18 - 2023-12-31 84,676 $3,328,000 0
   BNP PARIBAS ARBITRAGE SA 1110 - 2023-12-31 83,017 $3,263,000 -14,850
   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
   Truadvice LLC 34 - 2023-09-30 54,287 $1,949,000 31,057
   Kestra Advisory Services LLC 804 - 2023-12-31 49,294 $1,937,000 5,562
   Leading Edge Financial Planning LLC 18 - 2023-12-31 46,500 $1,827,000 -3,905
   BlackDiamond Wealth Management Inc. 24 - 2023-12-31 35,615 $1,436,000 12
   JANNEY MONTGOMERY SCOTT LLC 1259 - 2023-12-31 35,788 $1,406,000 2,250
   Belpointe Asset Management LLC 186 *New 2023-12-31 31,272 $1,229,000 31,272
   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
   Atria Wealth Solutions Inc. 817 - 2023-12-31 27,732 $1,090,000 2,711
   Herold Advisors Inc. 98 - 2023-12-31 27,100 $1,065,000 0
   STIFEL FINANCIAL CORP 2144 - 2023-12-31 25,170 $989,000 222
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2856 *New 2023-12-31 24,386 $958,000 24,386
   IHT Wealth Management LLC 408 *New 2023-12-31 23,616 $928,000 23,616
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1797 - 2024-03-31 21,143 $893,000 -410
   Financial Advocates Investment Management 311 - 2023-12-31 22,534 $886,000 2,535
   MML INVESTORS SERVICES LLC 1461 - 2023-12-31 21,366 $840,000 -7,553
   ACT Advisors LLC. 22 - 2024-03-31 18,366 $776,000 360
   Innova Wealth Partners 26 - 2023-12-31 19,233 $756,000 -585
   Empirical Finance LLC 320 - 2023-12-31 18,047 $709,000 2
   CIBC WORLD MARKETS CORP 633 - 2023-12-31 16,095 $633,000 765
   JANE STREET GROUP LLC 3737 *New 2023-12-31 15,342 $603,000 15,342
   Western Wealth Management LLC 381 - 2023-12-31 14,131 $555,000 -40
   Cetera Investment Advisers 1496 - 2023-12-31 12,500 $491,000 0
   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
   Efficient Wealth Management LLC - 2023-12-31 9,783 $384,000 0
   Ford Financial Group Inc. 3 - 2023-03-31 9,810 $344,000 -20,863
   ROYAL BANK OF CANADA 4019 - 2023-12-31 8,422 $331,000 -701
   MERCER GLOBAL ADVISORS INC /ADV 1579 *New 2023-12-31 8,000 $314,000 8,000
   New Perspectives Inc 23 *New 2024-03-31 6,668 $282,000 6,668
   OGOREK ANTHONY JOSEPH /NY/ /ADV 51 - 2023-12-31 7,189 $282,000 -999
   Integrated Wealth Concepts LLC 1365 - 2023-12-31 6,025 $237,000 -97,188
   PRIVATE TRUST CO NA 591 - 2024-03-31 5,494 $232,000 683
   Perigon Wealth Management LLC 755 - 2023-12-31 5,650 $222,000 5,650
   MULTIFINANCIAL SECURITIES CORP 1588 - 2023-12-31 5,529 $217,000 5,529
   Team Financial Group LLC 34 - 2023-12-31 4,600 $181,000 362
   MORGAN STANLEY 5555 - 2023-12-31 4,464 $175,000 627
   CARDIFF PARK ADVISORS LLC 242 *New 2023-12-31 4,087 $161,000 4,087
   HARBOUR INVESTMENTS INC. 991 - 2023-12-31 3,629 $143,000 0
   MOTCO 369 - 2023-12-31 492 $19,000 0
   FIRST MANHATTAN CO 1028 - 2023-12-31 460 $18,000 0
   WELLS FARGO & CO/MN 5006 - 2023-12-31 432 $17,000 -15
   Geneos Wealth Management Inc. - 2023-12-31 404 $16,000 1
   JJJ Advisors Inc. 612 - 2024-03-31 361 $15,000 0
   Covestor Ltd 1772 - 2023-12-31 130 $5,000 4
   Smartleaf Asset Management LLC 882 - 2023-12-31 115 $5,000 0
   FMR LLC 4339 - 2023-12-31 104 $4,000 92
   OPTIMUM INVESTMENT ADVISORS 571 - 2024-03-31 100 $4,000 0
   Frazier Financial Advisors LLC 595 - 2023-12-31 70 $3,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 871 - 2023-12-31 37 $1,000 0
   TOWER RESEARCH CAPITAL LLC 5644 - 2023-12-31 3 $0 0
   Authentikos Wealth Advisory LLC 233 *Closed 2023-12-31 0 $0 -2,001
   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
   HANSON MCCLAIN, INC. 3571 *New 2024-03-31 1 $0 1
   PROSPERA FINANCIAL SERVICES 1099 *Closed 2023-12-31 0 $0 -8,345
   PROEQUITIES INC. 8859 - 2023-12-31 0 $0 0
   IFP Advisors Inc 3291 *Closed 2023-12-31 0 $0 -1
   UBS Group AG 8379 *Closed 2023-12-31 0 $0 -1,365
   TOWNSQUARE CAPITAL LLC 1217 *Closed 2023-12-31 0 $0 -13,595
  84 Records found
  1    
  Page 1 of 1
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