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Wisdomtree Tr 90/60 balnced shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 25k 46.99
2024-06-30 $1.1M 24k 43.91
2024-03-31 $986k 23k 42.23
2023-12-31 $886k 23k 39.30
2023-09-30 $699k 20k 34.96
2023-06-30 $726k 20k 37.07
2023-03-31 $646k 18k 35.06
2022-12-31 $524k 16k 32.45
2022-09-30 $397k 13k 30.62
2022-03-31 $233k 5.7k 40.54
2021-12-31 $224k 5.0k 44.38