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Wisdomtree Tr 90/60 balnced shares owned by Sierra Capital

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

Historical chart of Sierra Capital 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 Sierra Capital 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 Sierra Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 21k 53.92
2025-06-30 $1.1M 21k 50.05
2025-03-31 $971k 21k 45.29
2024-12-31 $1.6M 35k 46.70
2024-09-30 $1.6M 35k 46.99

More positions owned by Sierra Capital

Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI EMU UCITS ETF Etf (XMTIF)
iShares $ Short Duration Corp Bond UCITS ETF Etf (ISVQF)
iShares S&P 500 Equal Weight UCITS ETF Etf (IEQWF)
Apple Common Stock (AAPL)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
iShares Core S&P 500 UCITS ETF Etf (CSTNL)
iShares MSCI USA Small Cap UCITS ETF Etf (CPLCF)
iShares MSCI EM ex-China UCITS ETF Etf (IXSRF)
iShares US Mortgage Backed Securities UCITS ETF Etf (IMBXF)
iShares S&P 500 Swap UCITS ETF USD Etf
Vanguard Mid-Cap ETF Etf (VO)
iShares MSCI ACWI UCITS ETF Etf (ISVVF)
iShares $ Floating Rate Bond UCITS ETF Etf (IVSRF)
iShares Core S&P 500 ETF Etf (IVV)

View all positions for Sierra Capital

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Wealthcare Advisory Partners
Huntington Asset Advisors
Resources Investment Advisors
Cetera Investment Advisers
WJ Interests
Professional Financial Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
LPL Financial
AQR Capital Management
Bnp Paribas Arbitrage, Snc
Howard Bailey Securities
Perennial Investment Advisors

View all funds holding Wisdomtree Tr 90/60 balnced