Wisdomtree Tr 90/60 balnced shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $414k | 9.8k | 42.32 |
| 2023-12-31 | $384k | 9.8k | 39.25 |
| 2023-09-30 | $342k | 9.8k | 34.96 |
| 2023-06-30 | $362k | 9.8k | 37.00 |
| 2023-03-31 | $317k | 9.8k | 32.40 |
| 2022-12-31 | $299k | 9.8k | 30.56 |
| 2022-09-30 | $299k | 9.8k | 30.56 |
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