Wisdomtree Tr 90/60 balnced shares owned by LPL Financial
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by LPL Financial 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 LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 320k | 53.92 |
| 2025-06-30 | $24M | 474k | 50.06 |
| 2025-03-31 | $20M | 448k | 45.31 |
| 2024-12-31 | $20M | 431k | 46.69 |
| 2024-09-30 | $14M | 297k | 46.99 |
| 2024-06-30 | $17M | 394k | 43.91 |
| 2024-03-31 | $18M | 419k | 42.23 |
| 2023-09-30 | $10M | 286k | 34.96 |
| 2023-06-30 | $9.9M | 267k | 37.07 |
| 2023-03-31 | $12M | 332k | 35.06 |
| 2022-12-31 | $10M | 313k | 32.45 |
| 2022-09-30 | $9.5M | 312k | 30.58 |
| 2022-06-30 | $11M | 318k | 33.34 |
| 2022-03-31 | $13M | 313k | 40.52 |
| 2021-12-31 | $5.6M | 126k | 44.33 |
| 2021-09-30 | $3.0M | 74k | 40.74 |
| 2021-06-30 | $2.0M | 49k | 40.63 |
| 2021-03-31 | $1.1M | 31k | 37.34 |
| 2020-12-31 | $968k | 27k | 36.59 |
| 2020-09-30 | $686k | 21k | 33.30 |
| 2020-06-30 | $447k | 15k | 30.54 |