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NTSI WISDOMTREE TR

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CMN (fund)

28 managers (28 13F filers) reported a position in NTSI shares at 2025-06-30, 9,290,601 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
3
Added
11
Reduced
8
Sold out
4
Shares held by filers
9,290,601

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC3,147,199$129M6.78%+6,03413F-HRTimeline
SYM FINANCIAL Corp2,388,724$97.9M10.96%+6,56613F-HRTimeline
Stenger Family Office, LLC795,769$40M10.32%13F-HRTimeline
CWM, LLCin group CWM, LLC776,545$31.8M0.11%+37,45813F-HRTimelineGroup
WJ Interests, LLC728,072$29.8M12.77%-19,84613F-HRTimeline
OneDigital Investment Advisors LLC523,891$21.5M0.24%-74113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …281,979$11.6M0.26%-1,23013F-HRTimelineGroup
Professional Financial Advisors, LLC251,005$10.3M2.39%+13,47013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,405$4.81M0.01%+77,29713F-HRTimelineGroup
LPL Financial LLC62,385$2.56M<0.01%+12,82313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC55,199$2.26M<0.01%-3,91713F-HRTimelineGroup
Fermata Advisors, LLC45,681$1.87M0.5%+9,57113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,998$1.07M<0.01%-1,75413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,605$1.05M-4,071Timeline
Leading Edge Financial Planning LLC24,380$997K0.28%+1,18813F-HRTimeline
Avion Wealth8,437$345K0.08%013F-HR/ATimeline
NewEdge Advisors, LLC6,667$273K<0.01%-2,14413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,475$265K<0.01%+5,57813F-HRTimelineGroup
Accurate Wealth Management, LLC6,265$257K0.04%-1,76913F-HRTimeline
Barnes Wealth Management Group, Inc5,146$211K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,652$150K<0.01%+11413F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC2,860$117K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.495$20.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC356$14.6K<0.01%-34713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC316$13K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC67$2.75K<0.01%new13F-HRTimelineGroup
Essential Partners LLC28$1.15K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.