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NTSI WISDOMTREE TR

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CMN (fund)

28 managers (29 13F filers) reported a position in NTSI shares at 2024-12-31, 8,322,211 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
29
New
4
Added
10
Reduced
9
Sold out
4
Shares held by filers
8,322,211

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,125,795$110M6.16%+93,71213F-HR/ATimeline
SYM FINANCIAL Corp2,367,658$83.2M10.75%+156,79113F-HRTimeline
CWM, LLCin group CWM, LLC721,014$25.3M0.11%+41,69113F-HRTimelineGroup
WJ Interests, LLC708,874$24.9M12.01%-23413F-HRTimeline
OneDigital Investment Advisors LLC494,952$17.4M0.2%+19,78513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …279,579$9.82M0.27%+37,02613F-HRTimelineGroup
Professional Financial Advisors, LLC219,711$7.72M1.98%+8,46413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,000$3.51M0.01%+76,70513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,590$1.85M<0.01%-4,65513F-HRTimelineGroup
Accurate Wealth Management, LLC47,179$1.63M0.31%-2,34213F-HRTimeline
LPL Financial LLC40,920$1.44M<0.01%+6,09613F-HRTimeline
Fermata Advisors, LLC35,370$1.24M0.23%-1,79713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,046$985K<0.01%-24713F-HRTimeline
Leading Edge Financial Planning LLC22,865$808K0.26%+39813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,331$749K+15,269Timeline
Morton Capital Management LLC/CA13,618$478K0.09%-3,19813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,342$398K<0.01%new13F-HR/ATimeline
NewEdge Advisors, LLC10,213$359K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC8,780$308K0.01%-14,47713F-HRTimeline
Avion Wealth8,437$296K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,860$100K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY477$16.8K<0.01%-813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG269$9.45K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC217$7.62K<0.01%013F-HRTimeline
Transce3nd, LLC95$3.34K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18$632<0.01%-11,06213F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$35<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.