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Benjamin F. Edwards & Company’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$5K Buy
+122
New +$5.15K ﹤0.01% 1888

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Benjamin F. Edwards & Company's NTSX Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2024: 122 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

  • Benjamin F. Edwards & Company held 122 shares of WisdomTree US Efficient Core Fund worth $5K as of Q2 2024.
  • WisdomTree US Efficient Core Fund was a new Benjamin F. Edwards & Company position in Q2 2024.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1888 holding.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.