Wisdomtree Tr 90/60 balnced shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 6.5k | 53.92 |
| 2025-06-30 | $472k | 9.4k | 50.06 |
| 2023-09-30 | $3.6M | 103k | 34.96 |
| 2023-06-30 | $3.9M | 105k | 37.07 |
| 2023-03-31 | $4.0M | 114k | 35.06 |
| 2022-12-31 | $4.7M | 144k | 32.45 |
| 2022-09-30 | $5.4M | 178k | 30.58 |
| 2022-06-30 | $7.5M | 225k | 33.34 |
| 2022-03-31 | $4.8M | 119k | 40.52 |
| 2021-12-31 | $4.6M | 103k | 44.33 |
| 2021-09-30 | $2.1M | 51k | 40.74 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts