Wisdomtree Tr 90/60 balnced shares owned by Stifel Financial
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by Stifel 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 Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 27k | 43.91 |
| 2024-03-31 | $1.0M | 25k | 42.23 |
| 2023-12-31 | $989k | 25k | 39.30 |
| 2023-09-30 | $872k | 25k | 34.96 |
| 2023-06-30 | $925k | 25k | 37.07 |
| 2023-03-31 | $873k | 25k | 35.06 |
| 2022-12-31 | $808k | 25k | 32.45 |
| 2022-09-30 | $649k | 21k | 30.60 |
| 2022-06-30 | $707k | 21k | 33.33 |
| 2022-03-31 | $683k | 17k | 40.51 |
| 2021-12-31 | $364k | 8.2k | 44.33 |
| 2021-09-30 | $294k | 7.2k | 40.77 |
| 2021-06-30 | $258k | 6.4k | 40.57 |
| 2021-03-31 | $217k | 5.8k | 37.28 |