Wisdomtree Tr 90/60 balnced shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities 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 Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 15k | 53.92 |
| 2025-06-30 | $769k | 17k | 46.69 |
| 2025-03-31 | $748k | 17k | 45.31 |
| 2024-12-31 | $776k | 17k | 47.11 |
| 2024-09-30 | $794k | 17k | 46.99 |
| 2024-06-30 | $1.1M | 26k | 43.91 |
| 2024-03-31 | $1.1M | 26k | 42.23 |
| 2023-12-31 | $1.1M | 29k | 39.30 |
| 2023-09-30 | $1.2M | 35k | 34.96 |
| 2023-06-30 | $1.5M | 40k | 37.07 |
| 2023-03-31 | $1.3M | 38k | 34.58 |
| 2022-12-31 | $1.3M | 40k | 32.45 |
| 2022-09-30 | $1.3M | 43k | 30.57 |
| 2022-06-30 | $1.5M | 44k | 33.34 |
| 2022-03-31 | $2.1M | 51k | 41.19 |
| 2021-12-31 | $2.3M | 56k | 41.37 |
| 2021-09-30 | $1.8M | 45k | 41.15 |
| 2021-06-30 | $1.8M | 45k | 41.15 |
| 2021-03-31 | $2.5M | 68k | 37.34 |
| 2020-12-31 | $2.9M | 79k | 36.60 |
| 2020-09-30 | $2.3M | 70k | 33.28 |
| 2020-06-30 | $2.0M | 66k | 30.57 |
| 2020-03-31 | $1.3M | 51k | 25.76 |
| 2019-12-31 | $126k | 17k | 7.40 |
| 2019-09-30 | $312k | 11k | 27.87 |