Wisdomtree Tr 90/60 balnced shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 29k | 42.23 |
| 2023-12-31 | $1.2M | 29k | 39.30 |
| 2023-09-30 | $978k | 28k | 34.96 |
| 2023-06-30 | $974k | 26k | 37.07 |
| 2023-03-31 | $945k | 27k | 35.06 |
| 2022-12-31 | $848k | 26k | 32.45 |
| 2022-09-30 | $906k | 27k | 33.35 |
| 2022-06-30 | $906k | 27k | 33.35 |
| 2022-03-31 | $1.1M | 27k | 40.53 |
| 2021-12-31 | $1.1M | 26k | 44.34 |
| 2021-09-30 | $1.1M | 26k | 40.75 |
| 2021-06-30 | $1.1M | 27k | 40.64 |
| 2021-03-31 | $1.1M | 30k | 37.34 |
| 2020-12-31 | $1.4M | 38k | 36.60 |
| 2020-09-30 | $1.0M | 31k | 33.28 |
| 2020-06-30 | $800k | 26k | 30.56 |
| 2020-03-31 | $477k | 19k | 25.75 |
| 2019-09-30 | $449k | 16k | 27.86 |