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Wisdomtree Tr 90/60 balnced shares owned by New Perspectives

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

Historical chart of New Perspectives 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 New Perspectives 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 New Perspectives

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 6.7k 46.99
2024-06-30 $293k 6.7k 43.91
2024-03-31 $282k 6.7k 42.23

More positions owned by New Perspectives

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Sherwin-Williams Company (SHW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eli Lilly & Co. (LLY)

View all positions for New Perspectives

Top funds holding Wisdomtree Tr 90/60 balnced

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

View all funds holding Wisdomtree Tr 90/60 balnced