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Allworth Financial’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Allworth Financial’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
2022
Q4 		– Sell
-75
Closed -$2K – 3137
2022
Q3 		$2K Hold
75
– – ﹤0.01% 2188
2022
Q2 		$2K Hold
75
– – ﹤0.01% 2016
2022
Q1 		$2K Buy
+75
New +$2.64K ﹤0.01% 1809

Other funds holding NTSE

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's NTSE Position: Q4 2022 in Review

Allworth Financial sold out of WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q4 2022, closing a stake of 75 shares — an estimated $2K sold.

Allworth Financial first reported a position in NTSE in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 9 funds tracked by Wall St. Rank hold NTSE as of Q4 2022.

  • Allworth Financial reported no remaining WisdomTree Emerging Markets Efficient Core Fund position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 75 WisdomTree Emerging Markets Efficient Core Fund shares in Q4 2022, an estimated $2K.
  • Allworth Financial first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q1 2022 and held it in 3 quarters.
  • Allworth Financial's WisdomTree Emerging Markets Efficient Core Fund position peaked at $2K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.