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Barber Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Barber Financial Group’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
2020
Q1 		– Sell
-508,122
Closed -$15.1M – 144
2019
Q4 		$15.1M Sell
508,122
-99,501
-16% -$2.85M 3.05% 8
2019
Q3 		$16.9M Buy
+607,623
New +$16.8M 3.6% 7

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barber Financial Group's NTSX Position: Q1 2020 in Review

Barber Financial Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2020, closing a stake of 508,122 shares — an estimated $15.1M sold.

Barber Financial Group first reported a position in NTSX in Q3 2019 and held it in 2 quarters. The position peaked at $16.9M in Q3 2019. 12 funds tracked by Wall St. Rank hold NTSX as of Q1 2020.

  • Barber Financial Group reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2020 after selling out during the quarter.
  • Barber Financial Group sold 508,122 WisdomTree US Efficient Core Fund shares in Q1 2020, an estimated $15.1M.
  • Barber Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and held it in 2 quarters.
  • Barber Financial Group's WisdomTree US Efficient Core Fund position peaked at $16.9M in Q3 2019.
  • 12 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.