Resources Investment Advisors »

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

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

Historical chart of Resources 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 Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $26M 735k 34.96
2023-06-30 $25M 676k 37.07
2023-03-31 $24M 684k 35.06
2022-12-31 $13M 400k 32.45
2022-09-30 $3.0M 97k 30.58

More positions owned by Resources Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Resources 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