AWM
NTSI icon

Avior Wealth Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Avior Wealth Management’s Portfolio NTSI Stock Details NTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-217
Closed -$7.62K – 1795
2024
Q4 		$7.62K Hold
217
– – ﹤0.01% 1708
2024
Q3 		$8.51K Sell
217
-134
-38% -$5.08K ﹤0.01% 1611
2024
Q2 		$12.8K Hold
351
– – ﹤0.01% 1447
2024
Q1 		$13K Buy
+351
New +$12.6K ﹤0.01% 1771

Other funds holding NTSI

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avior Wealth Management's NTSI Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree International Efficient Core Fund (NTSI) in Q1 2025, closing a stake of 217 shares — an estimated $7.62K sold.

Avior Wealth Management first reported a position in NTSI in Q1 2024 and held it in 4 quarters. The position peaked at $13K in Q1 2024. 26 funds tracked by Wall St. Rank hold NTSI as of Q1 2025.

  • Avior Wealth Management reported no remaining WisdomTree International Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 217 WisdomTree International Efficient Core Fund shares in Q1 2025, an estimated $7.62K.
  • Avior Wealth Management first reported a position in WisdomTree International Efficient Core Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's WisdomTree International Efficient Core Fund position peaked at $13K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.