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

Cetera 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
2024
Q1 		$704K Buy
16,679
+11,150
+202% +$455K 0.01% 1380
2023
Q4 		$217K Buy
+5,529
New +$202K ﹤0.01% 1595
2023
Q3 		– Sell
-6,884
Closed -$255K – 1762
2023
Q2 		$255K Sell
6,884
-2,789
-29% -$99.5K ﹤0.01% 1385
2023
Q1 		$339K Sell
9,673
-1,013
-9% -$34.4K 0.01% 1218
2022
Q4 		$347K Sell
10,686
-89,538
-89% -$2.93M 0.01% 1155
2022
Q3 		$3.06M Sell
100,224
-14,190
-12% -$494K 0.08% 264
2022
Q2 		$3.81M Sell
114,414
-28,444
-20% -$1.03M 0.09% 236
2022
Q1 		$5.79M Buy
142,858
+23,771
+20% +$969K 0.12% 179
2021
Q4 		$5.28M Buy
119,087
+46,132
+63% +$1.99M 0.11% 200
2021
Q3 		$2.97M Buy
72,955
+14,840
+26% +$624K 0.06% 318
2021
Q2 		$2.36M Buy
58,115
+12,968
+29% +$510K 0.06% 330
2021
Q1 		$1.69M Buy
45,147
+2,810
+7% +$104K 0.05% 358
2020
Q4 		$1.55M Buy
42,337
+14,202
+50% +$494K 0.05% 324
2020
Q3 		$936K Buy
28,135
+4,995
+22% +$164K 0.04% 386
2020
Q2 		$707K Buy
23,140
+14,685
+174% +$426K 0.03% 444
2020
Q1 		$218K Buy
+8,455
New +$244K 0.01% 698

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
Carson Wealth (CWM LLC)
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Cetera Advisors's NTSX Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 202% in Q1 2024, buying an estimated $455K and bringing the position to 16,679 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #1380.

Cetera Advisors first reported a position in NTSX in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.79M in Q1 2022. 76 funds tracked by Wall St. Rank hold NTSX as of Q1 2024.

  • Cetera Advisors held 16,679 shares of WisdomTree US Efficient Core Fund worth $704K as of Q1 2024.
  • Cetera Advisors bought 11,150 WisdomTree US Efficient Core Fund shares in Q1 2024, an estimated $455K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1380 holding.
  • Cetera Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and has held it in 16 quarters since.
  • Cetera Advisors's WisdomTree US Efficient Core Fund position peaked at $5.79M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2024.

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