Wisdomtree Tr 90/60 balnced shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 5.7k | 53.92 |
| 2025-06-30 | $280k | 5.6k | 50.06 |
| 2025-03-31 | $254k | 5.6k | 45.31 |
| 2022-06-30 | $30k | 902 | 33.26 |
| 2022-03-31 | $86k | 2.1k | 40.55 |
| 2021-12-31 | $36k | 802 | 44.89 |
More positions owned by Captrust Financial Advisors
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