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Wisdomtree Tr 90/60 balnced shares owned by Creative Planning

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

Historical chart of Creative 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $307k 5.9k 52.15
2021-09-30 $238k 5.8k 40.76
2021-06-30 $237k 5.8k 40.59
2021-03-31 $232k 6.2k 37.35
2020-12-31 $227k 6.2k 36.54

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Wisdomtree Tr 90/60 balnced

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

View all funds holding Wisdomtree Tr 90/60 balnced