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Wisdomtree Tr 90/60 balnced shares owned by New Perspectives

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by New Perspectives from 13F filings

Historical chart of New Perspectives 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 New Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 6.7k 42.23

More positions owned by New Perspectives

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
EastGroup Properties (EGP)

View all positions for New Perspectives

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Advisor Group Holdings
Resources Investment Advisors
Professional Financial Advisors
LPL Financial
Wealth Enhancement Advisory Services
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
Perennial Investment Advisors
AQR Capital Management
Fermata Advisors

View all funds holding Wisdomtree Tr 90/60 balnced