AWM
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Accurate Wealth Management’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Accurate Wealth Management’s Portfolio NTSE Stock Details NTSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-36,795
Closed -$1.03M – 400
2024
Q4 		$1.03M Sell
36,795
-2,241
-6% -$68.4K 0.2% 116
2024
Q3 		$1.22M Buy
39,036
+15,280
+64% +$464K 0.25% 97
2024
Q2 		$729K Buy
+23,756
New +$682K 0.17% 125

Other funds holding NTSE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accurate Wealth Management's NTSE Position: Q1 2025 in Review

Accurate Wealth Management sold out of WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q1 2025, closing a stake of 36,795 shares — an estimated $1.03M sold.

Accurate Wealth Management first reported a position in NTSE in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q3 2024. 16 funds tracked by Wall St. Rank hold NTSE as of Q1 2025.

  • Accurate Wealth Management reported no remaining WisdomTree Emerging Markets Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 36,795 WisdomTree Emerging Markets Efficient Core Fund shares in Q1 2025, an estimated $1.03M.
  • Accurate Wealth Management first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q2 2024 and held it in 3 quarters.
  • Accurate Wealth Management's WisdomTree Emerging Markets Efficient Core Fund position peaked at $1.22M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.