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Advisor Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Advisor Group’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$767K Buy
25,907
+564
+2% +$16.2K 0.01% 1375
2019
Q3 		$707K Buy
25,343
+23,790
+1,532% +$656K 0.01% 1367
2019
Q2 		$42K Buy
+1,553
New +$40.9K ﹤0.01% 3500

Other funds holding NTSX

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's NTSX Position: Q4 2019 in Review

Advisor Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 2.2% in Q4 2019, buying an estimated $16.2K and bringing the position to 25,907 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #1375.

Advisor Group first reported a position in NTSX in Q2 2019 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold NTSX as of Q4 2019.

  • Advisor Group held 25,907 shares of WisdomTree US Efficient Core Fund worth $767K as of Q4 2019.
  • Advisor Group bought 564 WisdomTree US Efficient Core Fund shares in Q4 2019, an estimated $16.2K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1375 holding.
  • Advisor Group first reported a position in WisdomTree US Efficient Core Fund in Q2 2019 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.