Wisdomtree Tr 90/60 balnced shares owned by Safeguard Financial
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Safeguard Financial
from 13F filings
Historical chart of Safeguard Financial 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 Safeguard Financial 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 Safeguard Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $600k | 13k | 45.31 |
| 2024-12-31 | $540k | 12k | 46.69 |
| 2024-09-30 | $591k | 13k | 46.99 |
| 2024-06-30 | $507k | 12k | 43.91 |
| 2024-03-31 | $486k | 12k | 42.23 |
| 2023-12-31 | $451k | 12k | 39.30 |
| 2023-09-30 | $388k | 11k | 34.96 |
| 2023-06-30 | $395k | 11k | 37.00 |
| 2023-03-31 | $319k | 9.1k | 35.05 |
| 2022-12-31 | $279k | 8.6k | 32.45 |