Insight Wealth Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Call Options Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NTSX

# of Institutions

94

Shares Held

15.6M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

6.02M
Shares

$258 Million
15.42% of portfolio
Cwm, LLC

1.16M
Shares

$49.9 Million
0.23% of portfolio
Rational Advisors LLC Huntington, NY

1.08M
Shares

$46.4 Million
5.72% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

904K
Shares

$38.8 Million
1.15% of portfolio
Wj Interests, LLC Sugar Land, TX

824K
Shares

$35.4 Million
22.74% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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