Wisdomtree Tr 90/60 balnced shares owned by Herold Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 27k | 46.99 |
| 2024-06-30 | $1.2M | 27k | 43.91 |
| 2024-03-31 | $1.1M | 27k | 42.23 |
| 2023-12-31 | $1.1M | 27k | 39.30 |
| 2023-09-30 | $947k | 27k | 34.96 |
| 2023-06-30 | $1.0M | 27k | 37.07 |
| 2023-03-31 | $952k | 27k | 35.06 |
| 2022-12-31 | $975k | 30k | 32.45 |
| 2022-09-30 | $935k | 31k | 30.56 |
| 2022-06-30 | $1.0M | 31k | 33.32 |
| 2022-03-31 | $1.4M | 34k | 40.52 |
| 2021-12-31 | $1.4M | 32k | 44.32 |
| 2021-09-30 | $1.7M | 41k | 40.72 |