Wisdomtree Tr 90/60 balnced shares owned by Fermata Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Wisdomtree Tr 90/60 balnced
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr 90/60 balnced held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 98k | 42.23 |
| 2023-12-31 | $3.8M | 97k | 39.30 |
| 2023-09-30 | $3.4M | 97k | 34.96 |
| 2023-06-30 | $3.2M | 88k | 37.07 |
| 2023-03-31 | $1.7M | 48k | 35.06 |
| 2022-12-31 | $3.0M | 93k | 32.45 |
| 2022-09-30 | $3.0M | 100k | 30.58 |
| 2022-06-30 | $4.8M | 144k | 33.34 |
| 2022-03-31 | $7.3M | 181k | 40.52 |
| 2021-12-31 | $11M | 244k | 44.33 |
| 2021-09-30 | $908k | 22k | 40.74 |