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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
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

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View all positions for Perennial Investment Advisors

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