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Wisdomtree Tr 90/60 balnced shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $687k 13k 53.92
2025-06-30 $636k 13k 50.06

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Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
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Microsoft Corporation (MSFT)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Wealthcare Advisory Partners
Huntington Asset Advisors
Resources Investment Advisors
Cetera Investment Advisers
WJ Interests
Professional Financial Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
LPL Financial
AQR Capital Management
Bnp Paribas Arbitrage, Snc
Howard Bailey Securities
Perennial Investment Advisors

View all funds holding Wisdomtree Tr 90/60 balnced