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Wisdomtree Tr 90/60 balnced shares owned by XY Planning Network

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $917k 18k 52.35

More positions owned by XY Planning Network

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Wisdomtree Tr 90/60 balnced

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

View all funds holding Wisdomtree Tr 90/60 balnced