Psi Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Psi Advisors, LLC

$304 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$30.8 - $35.26 $273,996 - $313,672	-8,896 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$24.78 - $31.5 $220,442 - $280,224	8,896 New	8,896 $271,000

Others Institutions Holding NTSX

# of Institutions

92

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

6.02M
Shares

$273 Million
15.42% of portfolio
Cwm, LLC

1.19M
Shares

$54.1 Million
0.22% of portfolio
Rational Advisors LLC Huntington, NY

904K
Shares

$41 Million
4.82% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

904K
Shares

$41 Million
1.15% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

756K
Shares

$34.3 Million
0.43% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker NTSX
Sector ETFs
Industry ETFs

More about NTSX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Psi Advisors, LLC with notifications on news.