Action Point Financial Planning »

Wisdomtree Tr 90/60 balnced shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2k 106 58.46

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Wealthcare Advisory Partners
Huntington Asset Advisors
Resources Investment Advisors
Cetera Investment Advisers
Professional Financial Advisors
46 Peaks
LPL Financial
Wealth Enhancement Advisory Services
AQR Capital Management
WJ Interests
Perennial Investment Advisors
Bnp Paribas Arbitrage, Snc
Kestra Advisory Services

View all funds holding Wisdomtree Tr 90/60 balnced