BlackDiamond Wealth Management’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

BlackDiamond Wealth Management’s Portfolio NTSE Stock Details NTSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,469	Closed	-$385K	–	146
2023 Q3	$385K	Sell	15,469 -46,098	-75%	-$1.27M	0.35%	69
2023 Q2	$1.77M	Sell	61,567 -28,725	-32%	-$800K	1.5%	16
2023 Q1	$2.46M	Buy	+90,292	New	+$2.54M	2.52%	9

Other funds holding NTSE

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

BlackDiamond Wealth Management's NTSE Position: Q4 2023 in Review

BlackDiamond Wealth Management sold out of WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q4 2023, closing a stake of 15,469 shares — an estimated $385K sold.

BlackDiamond Wealth Management first reported a position in NTSE in Q1 2023 and held it in 3 quarters. The position peaked at $2.46M in Q1 2023. 13 funds tracked by Wall St. Rank hold NTSE as of Q4 2023.

BlackDiamond Wealth Management reported no remaining WisdomTree Emerging Markets Efficient Core Fund position as of Q4 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 15,469 WisdomTree Emerging Markets Efficient Core Fund shares in Q4 2023, an estimated $385K.
BlackDiamond Wealth Management first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q1 2023 and held it in 3 quarters.
BlackDiamond Wealth Management's WisdomTree Emerging Markets Efficient Core Fund position peaked at $2.46M in Q1 2023.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q4 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.