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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
2023-09-30 $9.6M 274k 34.96
2023-06-30 $5.9M 159k 37.07
2023-03-31 $5.0M 143k 35.06

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Efficient Cor (NTSX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

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
Advisor Group Holdings
Professional Financial Advisors
AE Wealth Management
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Private Advisor
AQR Capital Management
Fermata Advisors
ORBA Wealth Advisors
Bnp Paribas Arbitrage, Snc

View all funds holding Wisdomtree Tr 90/60 balnced