AI
NTSE icon

Atria Investments’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-14,038
Closed -$414K – 2005
2024
Q2 		$414K Buy
+14,038
New +$403K 0.01% 1402

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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments's NTSE Position: Q3 2024 in Review

Atria Investments sold out of WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q3 2024, closing a stake of 14,038 shares — an estimated $414K sold.

Atria Investments first reported a position in NTSE in Q2 2024 and held it in 1 quarter. The position peaked at $414K in Q2 2024. 15 funds tracked by Wall St. Rank hold NTSE as of Q3 2024.

  • Atria Investments reported no remaining WisdomTree Emerging Markets Efficient Core Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 14,038 WisdomTree Emerging Markets Efficient Core Fund shares in Q3 2024, an estimated $414K.
  • Atria Investments first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q2 2024 and held it in 1 quarter.
  • Atria Investments's WisdomTree Emerging Markets Efficient Core Fund position peaked at $414K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.