Wisdomtree Tr 90/60 balnced shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 4.7k | 53.92 |
| 2025-06-30 | $246k | 4.9k | 50.06 |
| 2025-03-31 | $208k | 4.6k | 45.31 |
| 2024-12-31 | $214k | 4.5k | 47.19 |
| 2024-09-30 | $219k | 4.7k | 46.99 |
| 2023-12-31 | $222k | 5.7k | 39.30 |
| 2023-06-30 | $250k | 6.8k | 37.07 |
| 2023-03-31 | $241k | 6.9k | 35.06 |
| 2022-12-31 | $3.3M | 113k | 29.59 |
| 2022-09-30 | $381k | 13k | 30.58 |
| 2022-06-30 | $480k | 14k | 33.31 |
| 2022-03-31 | $634k | 16k | 40.54 |
| 2021-12-31 | $1.0M | 23k | 44.34 |
| 2021-09-30 | $454k | 11k | 40.78 |
| 2021-06-30 | $346k | 8.5k | 40.65 |
| 2011-09-30 | $381k | 13k | 30.58 |