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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Herold Advisors Inc. 110 - 2024-03-31 27,100 $1,144,000 0
   Cetera Investment Advisers 1496 - 2023-12-31 12,500 $491,000 0
   Efficient Wealth Management LLC 49 - 2024-03-31 9,783 $414,000 0
   HARBOUR INVESTMENTS INC. 991 - 2023-12-31 3,629 $143,000 0
   MOTCO 405 - 2024-03-31 492 $21,000 0
   FIRST MANHATTAN CO 1028 - 2023-12-31 460 $18,000 0
   JJJ Advisors Inc. 612 - 2024-03-31 361 $15,000 0
   Smartleaf Asset Management LLC 1005 - 2024-03-31 115 $5,000 0
   OPTIMUM INVESTMENT ADVISORS 571 - 2024-03-31 100 $4,000 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
   PROEQUITIES INC. 7660 - 2024-03-31 0 $0 0
  12 Records found
  1    
  Page 1 of 1
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