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Wisdomtree Tr 90/60 balnced shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 Capital Financial Advisers 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 Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 4.4k 52.10

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Ishares Tr Core Msci Eafe (IEFA)
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NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
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Ishares Core Msci Emkt (IEMG)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Huntington Asset Advisors
Wealthcare Advisory Partners
Resources Investment Advisors
Cetera Investment Advisers
Professional Financial Advisors
WJ Interests
46 Peaks
LPL Financial
AQR Capital Management
Perennial Investment Advisors
Bnp Paribas Arbitrage, Snc
Kestra Advisory Services
Fermata Advisors

View all funds holding Wisdomtree Tr 90/60 balnced