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Wisdomtree Tr 90/60 balnced shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 5.0k 46.99

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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding Wisdomtree Tr 90/60 balnced

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

View all funds holding Wisdomtree Tr 90/60 balnced