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Wisdomtree Tr 90/60 balnced shares owned by Worth Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 3.6k 59.05

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
Vanguard Growth Etf Etf (VUG)
Invesco Variable Rate Investment Grade Etf Etf (VRIG)
Micron Technology Stock (MU)
Intel Corp Stock (INTC)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Worth Asset Management

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