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Baker Avenue Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Baker Avenue Asset 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
2023
Q2 		– Sell
-150
Closed -$5.26K – 1710
2023
Q1 		$5.26K Buy
+150
New +$5.1K ﹤0.01% 865

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Baker Avenue Asset Management's NTSX Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2023, closing a stake of 150 shares — an estimated $5.26K sold.

Baker Avenue Asset Management first reported a position in NTSX in Q1 2023 and held it in 1 quarter. The position peaked at $5.26K in Q1 2023. 65 funds tracked by Wall St. Rank hold NTSX as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 150 WisdomTree US Efficient Core Fund shares in Q2 2023, an estimated $5.26K.
  • Baker Avenue Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's WisdomTree US Efficient Core Fund position peaked at $5.26K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.