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Wisdomtree Tr 90/60 balnced shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management 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 Oregon Pacific Wealth 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 16k 53.92
2025-06-30 $838k 17k 50.06
2025-03-31 $774k 17k 45.31
2024-12-31 $766k 16k 46.69