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Wisdomtree Tr 90/60 balnced shares owned by United Advisor Group

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

Historical chart of United Advisor 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 United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $647k 12k 53.92
2025-06-30 $588k 12k 50.06
2025-03-31 $480k 11k 45.31
2024-12-31 $259k 5.5k 46.69

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

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