Claraphi Advisory Network’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Claraphi Advisory Network’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 Q4	$423K	Buy	13,040 +2,331	+22%	+$76.2K	0.17%	145
2022 Q3	$327K	Sell	10,709 -2,591	-19%	-$90.2K	0.18%	135
2022 Q2	$443K	Sell	13,300 -39,877	-75%	-$1.44M	0.16%	151
2022 Q1	$2.15M	Buy	53,177 +25,566	+93%	+$1.04M	0.62%	33
2021 Q4	$1.22M	Buy	+27,611	New	+$1.19M	0.43%	54

Other funds holding NTSX

HHGA

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Claraphi Advisory Network's NTSX Position: Q4 2022 in Review

Claraphi Advisory Network increased its WisdomTree US Efficient Core Fund (NTSX) stake by 22% in Q4 2022, buying an estimated $76.2K and bringing the position to 13,040 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #145.

Claraphi Advisory Network first reported a position in NTSX in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.15M in Q1 2022. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

Claraphi Advisory Network held 13,040 shares of WisdomTree US Efficient Core Fund worth $423K as of Q4 2022.
Claraphi Advisory Network bought 2,331 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $76.2K.
WisdomTree US Efficient Core Fund made up 0.17% of Claraphi Advisory Network's portfolio in Q4 2022, its #145 holding.
Claraphi Advisory Network first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and has held it in 5 quarters since.
Claraphi Advisory Network's WisdomTree US Efficient Core Fund position peaked at $2.15M in Q1 2022.
73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.