Atria Wealth Solutions’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-29,097	Closed	-$1.23M	–	2019
2024 Q1	$1.23M	Buy	29,097 +1,365	+5%	+$55.7K	0.01%	823
2023 Q4	$1.09M	Buy	27,732 +2,711	+11%	+$98.9K	0.01%	826
2023 Q3	$875K	Sell	25,021 -666	-3%	-$24.5K	0.01%	877
2023 Q2	$952K	Buy	25,687 +2,959	+13%	+$106K	0.01%	855
2023 Q1	$797K	Buy	22,728 +6,219	+38%	+$211K	0.01%	898
2022 Q4	$536K	Sell	16,509 -365	-2%	-$11.9K	0.01%	1045
2022 Q3	$516K	Buy	+16,874	New	+$587K	0.01%	1004

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's NTSX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 29,097 shares — an estimated $1.23M sold.

Atria Wealth Solutions first reported a position in NTSX in Q3 2022 and held it in 7 quarters. The position peaked at $1.23M in Q1 2024. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

Atria Wealth Solutions reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 29,097 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $1.23M.
Atria Wealth Solutions first reported a position in WisdomTree US Efficient Core Fund in Q3 2022 and held it in 7 quarters.
Atria Wealth Solutions's WisdomTree US Efficient Core Fund position peaked at $1.23M in Q1 2024.
74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.