Cetera Advisor Networks’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Cetera Advisor Networks’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 Q1	$21.9M	Buy	517,746 +22,422	+5%	+$915K	0.11%	201
2023 Q4	$19.5M	Buy	495,324 +20,674	+4%	+$754K	0.11%	193
2023 Q3	$16.6M	Buy	474,650 +41,394	+10%	+$1.52M	0.1%	206
2023 Q2	$16.1M	Buy	433,256 +56,471	+15%	+$2.01M	0.11%	193
2023 Q1	$13.2M	Buy	376,785 +186,171	+98%	+$6.33M	0.1%	226
2022 Q4	$6.19M	Buy	+190,614	New	+$6.23M	0.05%	382

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

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

OIA

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

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

Cetera Advisor Networks's NTSX Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US Efficient Core Fund (NTSX) stake by 4.5% in Q1 2024, buying an estimated $915K and bringing the position to 517,746 shares worth $21.9M. The position accounts for 0.11% of the portfolio, ranked #201.

Cetera Advisor Networks first reported a position in NTSX in Q4 2022 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold NTSX as of Q1 2024.

Cetera Advisor Networks held 517,746 shares of WisdomTree US Efficient Core Fund worth $21.9M as of Q1 2024.
Cetera Advisor Networks bought 22,422 WisdomTree US Efficient Core Fund shares in Q1 2024, an estimated $915K.
WisdomTree US Efficient Core Fund made up 0.11% of Cetera Advisor Networks's portfolio in Q1 2024, its #201 holding.
Cetera Advisor Networks first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.