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

Doliver 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
2021
Q1 		– Sell
-14,827
Closed -$543K – 146
2020
Q4 		$543K Buy
14,827
+2,036
+16% +$70.9K 0.24% 70
2020
Q3 		$426K Buy
+12,791
New +$420K 0.22% 81

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Doliver Advisors's NTSX Position: Q1 2021 in Review

Doliver Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2021, closing a stake of 14,827 shares — an estimated $543K sold.

Doliver Advisors first reported a position in NTSX in Q3 2020 and held it in 2 quarters. The position peaked at $543K in Q4 2020. 37 funds tracked by Wall St. Rank hold NTSX as of Q1 2021.

  • Doliver Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2021 after selling out during the quarter.
  • Doliver Advisors sold 14,827 WisdomTree US Efficient Core Fund shares in Q1 2021, an estimated $543K.
  • Doliver Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 2 quarters.
  • Doliver Advisors's WisdomTree US Efficient Core Fund position peaked at $543K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2021.

Based on Doliver Advisors's 13F filing for Q1 2021, filed 7 May 2021.