Ford Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Ford Financial Group’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
2023 Q1	$344K	Sell	9,810 -20,863	-68%	-$709K	14.58%	3
2022 Q4	$995K	Buy	30,673 +19,998	+187%	+$654K	0.39%	53
2022 Q3	$326K	Sell	10,675 -3,784	-26%	-$132K	0.14%	85
2022 Q2	$482K	Sell	14,459 -12,312	-46%	-$444K	0.2%	69
2022 Q1	$1.08M	Sell	26,771 -24,821	-48%	-$1.01M	0.42%	42
2021 Q4	$2.29K	Sell	51,592 -8,102	-14%	-$350K	0.45%	29
2021 Q3	$2.43M	Sell	59,694 -895	-1%	-$37.6K	0.94%	28
2021 Q2	$2.46M	Sell	60,589 -161,959	-73%	-$6.37M	0.92%	27
2021 Q1	$8.31M	Sell	222,548 -2,024	-0.9%	-$75K	3.57%	5
2020 Q4	$8.22M	Sell	224,572 -5,508	-2%	-$192K	3.88%	5
2020 Q3	$7.66M	Buy	230,080 +2,096	+0.9%	+$68.7K	4.17%	4
2020 Q2	$6.97M	Buy	227,984 +4,263	+2%	+$124K	3.88%	4
2020 Q1	$5.76M	Buy	+223,721	New	+$6.47M	3.85%	5

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

WAP

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ford Financial Group's NTSX Position: Q1 2023 in Review

Ford Financial Group reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 68% in Q1 2023, selling an estimated $709K and leaving 9,810 shares worth $344K. The position accounts for 14.58% of the portfolio, ranked #3.

Ford Financial Group first reported a position in NTSX in Q1 2020 and has held it in 13 quarters since. The position peaked at $8.31M in Q1 2021. 70 funds tracked by Wall St. Rank hold NTSX as of Q1 2023.

Ford Financial Group held 9,810 shares of WisdomTree US Efficient Core Fund worth $344K as of Q1 2023.
Ford Financial Group sold 20,863 WisdomTree US Efficient Core Fund shares in Q1 2023, an estimated $709K.
WisdomTree US Efficient Core Fund made up 14.58% of Ford Financial Group's portfolio in Q1 2023, its #3 holding.
Ford Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and has held it in 13 quarters since.
Ford Financial Group's WisdomTree US Efficient Core Fund position peaked at $8.31M in Q1 2021.
70 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.