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Wisdomtree Tr 90/60 balnced shares owned by Team Financial Group

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group 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 Team Financial Group 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 Team Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $181k 4.6k 39.30
2023-09-30 $148k 4.2k 34.96

More positions owned by Team Financial Group

Wt Flt Rt Trsry Etf (USFR)
Wt Us Lrg Fund Etf (EPS)
Wt Us Qlty Div Grwth Fund Etf (DGRW)
Wt U.s. Multifac Fund Etf (USMF)
Wt Us Smlcp Qlty Div Grth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Total Return Bond Etf Etf (PTRB)
Wt Us Value Fund Etf (WTV)
Vanguard St Bond Etf Etf (BSV)
Wt U.s. Midcap Div Fund Etf (DON)
Wt Enh Commdty Stgy Etf (GCC)
Pacer Us Lrg Cp Grwth Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Pgim Ultra Short Bond Etf Etf (PULS)
Schwab U.s. Lrg-cap Growth Etf Etf (SCHG)

View all positions for Team Financial Group

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Advisor Group Holdings
Professional Financial Advisors
AE Wealth Management
Wealth Enhancement Advisory Services
Commonwealth Equity Services
AQR Capital Management
Fermata Advisors
Private Advisor
Bnp Paribas Arbitrage, Snc
ORBA Wealth Advisors

View all funds holding Wisdomtree Tr 90/60 balnced