Advisory Services Network’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-974	Closed	-$34.1K	–	2871
2023 Q1	$34.1K	Sell	974 -2,606	-73%	-$88.6K	﹤0.01%	2227
2022 Q4	$116K	Sell	3,580 -3,047	-46%	-$99.6K	﹤0.01%	1533
2022 Q3	$203K	Sell	6,627 -8,640	-57%	-$301K	0.01%	1201
2022 Q2	$509K	Sell	15,267 -2,626	-15%	-$94.8K	0.02%	817
2022 Q1	$725K	Buy	17,893 +7,120	+66%	+$290K	0.02%	744
2021 Q4	$478K	Buy	+10,773	New	+$465K	0.01%	909

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisory Services Network's NTSX Position: Q2 2023 in Review

Advisory Services Network sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2023, closing a stake of 974 shares — an estimated $34.1K sold.

Advisory Services Network first reported a position in NTSX in Q4 2021 and held it in 6 quarters. The position peaked at $725K in Q1 2022. 65 funds tracked by Wall St. Rank hold NTSX as of Q2 2023.

Advisory Services Network reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 974 WisdomTree US Efficient Core Fund shares in Q2 2023, an estimated $34.1K.
Advisory Services Network first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 6 quarters.
Advisory Services Network's WisdomTree US Efficient Core Fund position peaked at $725K in Q1 2022.
65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.