Wisdomtree Tr 90/60 balnced shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2k | 100 | 42.23 |
| 2023-12-31 | $3.9k | 100 | 39.30 |
| 2023-09-30 | $3.5k | 100 | 34.96 |
| 2023-06-30 | $3.7k | 100 | 37.07 |
| 2023-03-31 | $3.5k | 100 | 35.06 |
| 2022-12-31 | $3.2k | 100 | 32.45 |
| 2022-09-30 | $3.0k | 100 | 30.00 |
| 2022-06-30 | $3.0k | 100 | 30.00 |
| 2022-03-31 | $4.0k | 100 | 40.00 |
| 2021-12-31 | $143k | 3.2k | 44.27 |
| 2021-09-30 | $147k | 3.6k | 40.53 |
| 2021-06-30 | $147k | 3.6k | 40.53 |
| 2021-03-31 | $214k | 5.7k | 37.31 |
| 2020-12-31 | $197k | 5.4k | 36.62 |
| 2020-09-30 | $164k | 4.9k | 33.31 |
More positions owned by Optimum Investment Advisors
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