Wisdomtree Tr 90/60 balnced shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation investment in Wisdomtree Tr 90/60 balnced
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All positions including Wisdomtree Tr 90/60 balnced held by Sym Financial Corporation 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 Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $26k | 472 | 54.85 |
| 2025-09-30 | $25k | 471 | 53.96 |
| 2025-06-30 | $24k | 470 | 50.09 |
| 2025-03-31 | $27k | 594 | 45.32 |
| 2023-06-30 | $7.7k | 208 | 37.07 |
| 2023-03-31 | $7.3k | 208 | 35.06 |
| 2022-12-31 | $26k | 791 | 32.45 |
| 2022-09-30 | $46M | 1.5M | 30.58 |
| 2022-06-30 | $51M | 1.5M | 33.34 |
| 2022-03-31 | $60M | 1.5M | 40.52 |
| 2021-12-31 | $60M | 1.3M | 44.33 |