Wisdomtree Tr 90/60 balnced shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in Wisdomtree Tr 90/60 balnced
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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 23k | 53.92 |
| 2025-06-30 | $1.7M | 34k | 50.06 |
| 2025-03-31 | $3.3M | 73k | 45.31 |
| 2024-12-31 | $3.4M | 73k | 46.69 |
| 2024-09-30 | $3.6M | 76k | 46.99 |
| 2024-06-30 | $3.3M | 76k | 43.91 |
| 2024-03-31 | $3.4M | 80k | 42.23 |
| 2023-12-31 | $3.3M | 85k | 39.30 |