Wisdomtree Tr 90/60 balnced shares owned by Western Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $594k | 13k | 46.99 |
| 2024-06-30 | $600k | 14k | 43.91 |
| 2024-03-31 | $593k | 14k | 42.23 |
| 2023-12-31 | $555k | 14k | 39.30 |
| 2023-09-30 | $495k | 14k | 34.96 |
| 2023-06-30 | $537k | 15k | 37.07 |
| 2023-03-31 | $537k | 15k | 35.06 |
| 2022-12-31 | $562k | 17k | 32.45 |
| 2022-09-30 | $1.2M | 39k | 30.57 |
| 2022-06-30 | $1.4M | 41k | 33.35 |
| 2022-03-31 | $2.1M | 53k | 40.54 |
| 2021-12-31 | $1.3M | 29k | 44.35 |
| 2021-06-30 | $1.1M | 26k | 40.69 |
| 2021-03-31 | $931k | 25k | 37.32 |
| 2020-12-31 | $774k | 21k | 36.61 |
| 2020-09-30 | $484k | 15k | 33.27 |