Wisdomtree Tr 90/60 balnced shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 53.89 |
| 2025-06-30 | $1.2M | 23k | 50.37 |
| 2025-03-31 | $1.1M | 26k | 43.24 |
| 2024-12-31 | $4.1M | 90k | 46.06 |
| 2024-09-30 | $4.4M | 93k | 46.99 |
| 2024-06-30 | $2.6M | 58k | 45.42 |
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