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Wisdomtree Tr 90/60 balnced shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 131k 53.92
2025-06-30 $6.5M 131k 50.06
2025-03-31 $8.6M 189k 45.31
2024-12-31 $9.0M 192k 46.69
2024-09-30 $9.0M 191k 46.99
2024-06-30 $8.9M 203k 43.91
2024-03-31 $8.6M 203k 42.23
2023-09-30 $9.6M 274k 34.96
2023-06-30 $5.9M 159k 37.07
2023-03-31 $5.0M 143k 35.06