Golden State Wealth Management »

Wisdomtree Tr 90/60 balnced shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State 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 Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 27k 53.92
2025-06-30 $1.2M 23k 50.06
2025-03-31 $998k 22k 45.31
2024-12-31 $886k 19k 46.69

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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
Professional Financial Advisors
Wealth Enhancement Advisory Services
WJ Interests
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