Wisdomtree Tr 90/60 balnced shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 6.2k | 53.92 |
| 2025-06-30 | $433k | 8.6k | 50.06 |
| 2025-03-31 | $459k | 10k | 45.31 |
| 2024-12-31 | $629k | 14k | 46.69 |
| 2024-09-30 | $598k | 13k | 46.99 |
| 2024-06-30 | $612k | 14k | 43.91 |
| 2024-03-31 | $630k | 15k | 42.23 |
| 2023-12-31 | $15M | 366k | 40.04 |
| 2023-09-30 | $11M | 313k | 34.96 |
| 2023-06-30 | $11M | 306k | 37.07 |
| 2023-03-31 | $10M | 288k | 35.06 |
| 2022-12-31 | $8.5M | 263k | 32.45 |
| 2022-09-30 | $7.3M | 240k | 30.58 |
| 2022-06-30 | $6.1M | 184k | 33.34 |
| 2022-03-31 | $3.6M | 89k | 40.52 |
| 2021-12-31 | $1.3M | 30k | 44.33 |
| 2021-09-30 | $1.2M | 30k | 40.73 |
| 2021-06-30 | $3.1M | 77k | 40.65 |