Taylor, Cottrill, Erickson & Associates, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$340 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	N/A	-6,576 Closed	0 $0
Q1 2022 May 03, 2022	BUY	N/A	1,158 Added 21.37%	6,576 $266,000
Q4 2021 Feb 03, 2022	BUY	N/A	5,418 New	5,418 $240,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.3M

Call Options Held

Put Options Held

Halbert Hargrove Global Advisors, LLC

5.98M
Shares

$268 Million
16.51% of portfolio
Rational Advisors LLC Huntington, NY

1.26M
Shares

$56.4 Million
5.39% of portfolio
Cwm, LLC

1.01M
Shares

$45.3 Million
0.21% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

875K
Shares

$39.3 Million
1.23% of portfolio
Wj Interests, LLC Sugar Land, TX

874K
Shares

$39.2 Million
23.65% of portfolio

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About WISDOMTREE TR WISDOMTREE U.S.

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