Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree 90/60 Us Balanced Fund (NTSX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   AQR CAPITAL MANAGEMENT LLC 965 *New 2023-12-31 122,876 $4,829,000 122,876
   IHT Wealth Management LLC 408 *New 2023-12-31 23,616 $928,000 23,616
   JANE STREET GROUP LLC 3737 *New 2023-12-31 15,342 $603,000 15,342
   J.W. COLE ADVISORS INC. 554 *New 2024-03-31 10,818 $457,000 10,818
   KESTRA PRIVATE WEALTH SERVICES LLC 919 *New 2024-03-31 8,804 $372,000 8,804
   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
   CARDIFF PARK ADVISORS LLC 242 *New 2023-12-31 4,087 $161,000 4,087
   Nelson Van Denburg & Campbell Wealth Management Gr 1449 *New 2024-03-31 685 $29,000 685
   HANSON MCCLAIN, INC. 3571 *New 2024-03-31 1 $0 1

  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results