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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
2024-09-30 $1.6M 35k 46.99

More positions owned by Sierra Capital

Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EMU UCITS ETF Etf (XMTIF)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
iShares MSCI USA Small Cap UCITS ETF Etf (CPLCF)
iShares $ Floating Rate Bond UCITS ETF Etf (IVSRF)
iShares MSCI EM ex-China UCITS ETF Etf (IXSRF)
iShares US Mortgage Backed Securities UCITS ETF Etf (IMBXF)
iShares S&P 500 Equal Weight UCITS ETF Etf (IEQWF)
iShares Core S&P 500 UCITS ETF Etf (CSTNL)
iShares Core S&P 500 ETF Etf (IVV)
iShares $ Corp Bond UCITS ETF Etf (ISCXF)
iShares $ Short Duration Corp Bond UCITS ETF Etf (ISVQF)
iShares $ Treasury Bond 0-1yr UCITS ETF Etf (ISHUF)
Vanguard Mid-Cap ETF Etf (VO)

View all positions for Sierra Capital

Top funds holding Wisdomtree Tr 90/60 balnced

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

View all funds holding Wisdomtree Tr 90/60 balnced