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

Cypress Point 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
2021 Q4	–	Sell	-101	Closed	-$4K	–	113
2021 Q3	$4K	Buy	101 +1	+1%	+$42	﹤0.01%	128
2021 Q2	$4K	Sell	100 -13	-12%	-$511	﹤0.01%	172
2021 Q1	$4K	Hold	113	–	–	﹤0.01%	94
2020 Q4	$4K	Buy	+113	New	+$3.93K	0.01%	182

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Cypress Point Wealth Management's NTSX Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2021, closing a stake of 101 shares — an estimated $4K sold.

Cypress Point Wealth Management first reported a position in NTSX in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q4 2021.

Cypress Point Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 101 WisdomTree US Efficient Core Fund shares in Q4 2021, an estimated $4K.
Cypress Point Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's WisdomTree US Efficient Core Fund position peaked at $4K in Q3 2021.
71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.