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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
2025-09-30 $712k 13k 53.92
2025-06-30 $661k 13k 50.06
2025-03-31 $598k 13k 45.31
2024-12-31 $616k 13k 46.69
2024-09-30 $235k 5.0k 46.99

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

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
WJ Interests
Professional Financial Advisors
Wealth Enhancement Advisory Services
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