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BlackDiamond Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

BlackDiamond Wealth 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
2024
Q2 		– Sell
-17,070
Closed -$721K – 156
2024
Q1 		$721K Sell
17,070
-18,545
-52% -$757K 0.51% 46
2023
Q4 		$1.44M Buy
35,615
+12
+0% +$438 1.05% 27
2023
Q3 		$1.2M Buy
35,603
+1,709
+5% +$62.9K 1.08% 26
2023
Q2 		$1.28M Buy
33,894
+5,007
+17% +$179K 1.09% 26
2023
Q1 		$1.01M Sell
28,887
-668
-2% -$22.7K 1.03% 25
2022
Q4 		$984K Sell
29,555
-6
-0% -$196 1.12% 23
2022
Q3 		$960K Sell
29,561
-3,357
-10% -$117K 1.16% 23
2022
Q2 		$1.15M Buy
32,918
+1,700
+5% +$61.3K 1.43% 21
2022
Q1 		$1.26M Sell
31,218
-9,484
-23% -$387K 1.51% 22
2021
Q4 		$1.8M Buy
+40,702
New +$1.76M 2.07% 10

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 $1.09B AUM 11.58% 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

BlackDiamond Wealth Management's NTSX Position: Q2 2024 in Review

BlackDiamond Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 17,070 shares — an estimated $721K sold.

BlackDiamond Wealth Management first reported a position in NTSX in Q4 2021 and held it in 10 quarters. The position peaked at $1.8M in Q4 2021. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

  • BlackDiamond Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 17,070 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $721K.
  • BlackDiamond Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 10 quarters.
  • BlackDiamond Wealth Management's WisdomTree US Efficient Core Fund position peaked at $1.8M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.