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Wisdomtree Tr 90/60 balnced shares owned by Ameriflex Group

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

Historical chart of Ameriflex Group 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 Ameriflex Group 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 Ameriflex Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $578k 12k 49.53
2025-03-31 $529k 12k 45.31
2024-12-31 $561k 12k 48.18

More positions owned by Ameriflex Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf SHS (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Union Pacific Corporation (UNP)
Amazon (AMZN)
Proshares Tr S&p 500 Dv Arist Ist (NOBL)
Alphabet Inc Cap Stk Cl C C (GOOG)
Berkshire Hathaway Inc Del Cl B B (BRK.B)
Alphabet Inc Cap Stk Cl A A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Nit (SPY)
Invesco Qqq Tr Unit Ser 1 R 1 (QQQ)
Fidelity National Financial SHS (FNF)

View all positions for Ameriflex Group

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
Wealth Enhancement Advisory Services
WJ Interests
Advisor Group Holdings
LPL Financial
AQR Capital Management
Bnp Paribas Arbitrage, Snc
Howard Bailey Securities
Perennial Investment Advisors

View all funds holding Wisdomtree Tr 90/60 balnced