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Bluesphere Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bluesphere Advisors’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
2022
Q1 		– Sell
-9,413
Closed -$417K – 98
2021
Q4 		$417K Buy
+9,413
New +$407K 0.35% 52

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Bluesphere Advisors's NTSX Position: Q1 2022 in Review

Bluesphere Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2022, closing a stake of 9,413 shares — an estimated $417K sold.

Bluesphere Advisors first reported a position in NTSX in Q4 2021 and held it in 1 quarter. The position peaked at $417K in Q4 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q1 2022.

  • Bluesphere Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2022 after selling out during the quarter.
  • Bluesphere Advisors sold 9,413 WisdomTree US Efficient Core Fund shares in Q1 2022, an estimated $417K.
  • Bluesphere Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 1 quarter.
  • Bluesphere Advisors's WisdomTree US Efficient Core Fund position peaked at $417K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2022.

Based on Bluesphere Advisors's 13F filing for Q1 2022, filed 10 May 2022.