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GeoWealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

GeoWealth 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
2024
Q3 		– Sell
-34,150
Closed -$1.5M – 1716
2024
Q2 		$1.5M Sell
34,150
-10,464
-23% -$442K 0.07% 199
2024
Q1 		$1.88M Buy
+44,614
New +$1.82M 0.07% 182

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WI
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GeoWealth Management's NTSX Position: Q3 2024 in Review

GeoWealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2024, closing a stake of 34,150 shares — an estimated $1.5M sold.

GeoWealth Management first reported a position in NTSX in Q1 2024 and held it in 2 quarters. The position peaked at $1.88M in Q1 2024. 76 funds tracked by Wall St. Rank hold NTSX as of Q3 2024.

  • GeoWealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 34,150 WisdomTree US Efficient Core Fund shares in Q3 2024, an estimated $1.5M.
  • GeoWealth Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's WisdomTree US Efficient Core Fund position peaked at $1.88M in Q1 2024.
  • 76 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.