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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
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