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
Download as csvQuarterly 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 |
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