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Wisdomtree Tr 90/60 balnced shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 75k 52.15
2024-12-31 $1.3M 28k 46.69

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Huntington Asset Advisors
Wealthcare Advisory Partners
Resources Investment Advisors
Cetera Investment Advisers
Professional Financial Advisors
WJ Interests
46 Peaks
LPL Financial
AQR Capital Management
Perennial Investment Advisors
Bnp Paribas Arbitrage, Snc
Kestra Advisory Services
Fermata Advisors

View all funds holding Wisdomtree Tr 90/60 balnced