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NTSI WISDOMTREE TR

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CMN (fund)

26 managers (27 13F filers) reported a position in NTSI shares at 2025-03-31, 8,380,053 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
26
13F filers
27
New
2
Added
15
Reduced
7
Sold out
4
Shares held by filers
8,380,053

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC3,141,165$119M6.79%+15,37013F-HRTimeline
SYM FINANCIAL Corp2,382,158$90.5M11.15%+14,50013F-HRTimeline
WJ Interests, LLC747,918$28.4M13.21%+39,04413F-HRTimeline
CWM, LLCin group CWM, LLC739,087$28.1M0.11%+18,07313F-HRTimelineGroup
OneDigital Investment Advisors LLC524,632$19.9M0.24%+29,68013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …283,209$10.8M0.29%+3,63013F-HRTimelineGroup
Professional Financial Advisors, LLC237,535$9.02M2.29%+17,82413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC59,116$2.25M<0.01%+6,52613F-HRTimelineGroup
LPL Financial LLC49,562$1.88M<0.01%+8,64213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,108$1.52M<0.01%-59,89213F-HR/ATimelineGroup
Fermata Advisors, LLC36,110$1.37M0.25%+74013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,676$1.13M+8,345Timeline
COMMONWEALTH EQUITY SERVICES, LLC27,752$1.05M<0.01%-29413F-HRTimeline
Leading Edge Financial Planning LLC23,192$882K0.28%+32713F-HRTimeline
Morton Capital Management LLC/CA13,517$513K0.1%-10113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,029$343K<0.01%-2,31313F-HRTimeline
NewEdge Advisors, LLC8,811$335K<0.01%-1,40213F-HRTimeline
Avion Wealth8,437$296K0.08%013F-HRTimeline
Accurate Wealth Management, LLC8,034$292K0.06%-39,14513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,538$134K<0.01%+3,52013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,860$109K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,512$95.4K<0.01%+2,24313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY897$34.1K<0.01%+42013F-HRTimelineGroup
Farther Finance Advisors, LLC703$26.7K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.495$16.9K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.