Wisdomtree Tr 90/60 balnced shares owned by Fermata Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 125k | 53.92 |
| 2025-06-30 | $5.7M | 113k | 50.06 |
| 2025-03-31 | $4.7M | 103k | 45.31 |
| 2024-12-31 | $4.7M | 100k | 46.69 |
| 2024-09-30 | $4.6M | 98k | 46.99 |
| 2024-06-30 | $4.3M | 97k | 43.91 |
| 2024-03-31 | $4.1M | 98k | 42.23 |
| 2023-12-31 | $3.8M | 97k | 39.30 |
| 2023-09-30 | $3.4M | 97k | 34.96 |
| 2023-06-30 | $3.2M | 88k | 37.07 |
| 2023-03-31 | $1.7M | 48k | 35.06 |
| 2022-12-31 | $3.0M | 93k | 32.45 |
| 2022-09-30 | $3.0M | 100k | 30.58 |
| 2022-06-30 | $4.8M | 144k | 33.34 |
| 2022-03-31 | $7.3M | 181k | 40.52 |
| 2021-12-31 | $11M | 244k | 44.33 |
| 2021-09-30 | $908k | 22k | 40.74 |