Wisdomtree Tr 90/60 balnced shares owned by Morton Capital Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by Morton Capital Management 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 Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 33k | 53.92 |
| 2025-06-30 | $1.6M | 33k | 50.06 |
| 2025-03-31 | $1.5M | 33k | 45.31 |
| 2024-12-31 | $1.5M | 33k | 46.69 |
| 2024-09-30 | $1.5M | 33k | 46.99 |