First Manhattan’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

First Manhattan’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 Q2	–	Sell	-460	Closed	-$19.4K	–	1093
2024 Q1	$19.4K	Hold	460	–	–	﹤0.01%	1036
2023 Q4	$18.1K	Hold	460	–	–	﹤0.01%	1036
2023 Q3	$16.1K	Hold	460	–	–	﹤0.01%	1061
2023 Q2	$17.1K	Hold	460	–	–	﹤0.01%	1058
2023 Q1	$16.1K	Hold	460	–	–	﹤0.01%	1128
2022 Q4	$14.9K	Hold	460	–	–	﹤0.01%	1179
2022 Q3	$14K	Hold	460	–	–	﹤0.01%	1154
2022 Q2	$15K	Hold	460	–	–	﹤0.01%	1165
2022 Q1	$18K	Hold	460	–	–	﹤0.01%	1178
2021 Q4	$20K	Buy	+460	New	+$19.9K	﹤0.01%	1170

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

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

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

WAP

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

OIA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

First Manhattan's NTSX Position: Q2 2024 in Review

First Manhattan sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 460 shares — an estimated $19.4K sold.

First Manhattan first reported a position in NTSX in Q4 2021 and held it in 10 quarters. The position peaked at $20K in Q4 2021. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

First Manhattan reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 460 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $19.4K.
First Manhattan first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 10 quarters.
First Manhattan's WisdomTree US Efficient Core Fund position peaked at $20K in Q4 2021.
74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.