Homrich Berg »

Wisdomtree Tr 90/60 balnced shares owned by Homrich Berg

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Homrich Berg from 13F filings

Historical chart of Homrich Berg investment in Wisdomtree Tr 90/60 balnced

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All positions including Wisdomtree Tr 90/60 balnced held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.2M 54k 40.73
2021-06-30 $2.2M 54k 40.64
2021-03-31 $2.1M 56k 37.33
2020-12-31 $2.1M 57k 36.60

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Advisor Group Holdings
Professional Financial Advisors
AE Wealth Management
Wealth Enhancement Advisory Services
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
AQR Capital Management
Fermata Advisors
Private Advisor
ORBA Wealth Advisors

View all funds holding Wisdomtree Tr 90/60 balnced