Wisdomtree Tr 90/60 balnced shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $527k | 9.8k | 53.87 |
| 2025-06-30 | $489k | 9.8k | 49.98 |
| 2024-12-31 | $456k | 9.8k | 46.61 |
| 2024-09-30 | $459k | 9.8k | 46.92 |
| 2024-06-30 | $429k | 9.8k | 43.85 |
| 2024-03-31 | $414k | 9.8k | 42.32 |
| 2023-12-31 | $384k | 9.8k | 39.25 |
| 2023-09-30 | $342k | 9.8k | 34.96 |
| 2023-06-30 | $362k | 9.8k | 37.00 |
| 2023-03-31 | $317k | 9.8k | 32.40 |
| 2022-12-31 | $299k | 9.8k | 30.56 |
| 2022-09-30 | $299k | 9.8k | 30.56 |
More positions owned by Efficient Wealth Management
View all positions for Efficient Wealth Management