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Wisdomtree Tr 90/60 balnced shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 4.8k 53.92

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

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