Safeguard Financial »

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

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

Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Safeguard Financial

Quarter filed Position value Share count Share price at filing
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

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Safeguard Financial

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
AQR Capital Management
Fermata Advisors
Private Advisor
Bnp Paribas Arbitrage, Snc
ORBA Wealth Advisors

View all funds holding Wisdomtree Tr 90/60 balnced