Barber Financial Group
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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

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Sunbelt Securities
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Janney Montgomery Scott
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Insight Wealth Strategies
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Cetera Advisors
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Rational Advisors
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BNP Paribas Financial Markets
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Osaic Holdings
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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.