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Avior Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-418
Closed -$19.5K – 1796
2024
Q4 		$19.5K Hold
418
– – ﹤0.01% 1418
2024
Q3 		$19.6K Sell
418
-267
-39% -$12.1K ﹤0.01% 1380
2024
Q2 		$30.1K Hold
685
– – ﹤0.01% 1257
2024
Q1 		$28.9K Buy
+685
New +$27.9K ﹤0.01% 1459

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Avior Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2025, closing a stake of 418 shares — an estimated $19.5K sold.

Avior Wealth Management first reported a position in NTSX in Q1 2024 and held it in 4 quarters. The position peaked at $30.1K in Q2 2024. 90 funds tracked by Wall St. Rank hold NTSX as of Q1 2025.

  • Avior Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 418 WisdomTree US Efficient Core Fund shares in Q1 2025, an estimated $19.5K.
  • Avior Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's WisdomTree US Efficient Core Fund position peaked at $30.1K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2025.

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