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Great Valley Advisor Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Great Valley Advisor 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
2024
Q4 		– Sell
-5,945
Closed -$279K – 870
2024
Q3 		$279K Sell
5,945
-400
-6% -$18.1K 0.01% 705
2024
Q2 		$279K Buy
+6,345
New +$268K 0.01% 663

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Valley Advisor Group's NTSX Position: Q4 2024 in Review

Great Valley Advisor Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2024, closing a stake of 5,945 shares — an estimated $279K sold.

Great Valley Advisor Group first reported a position in NTSX in Q2 2024 and held it in 2 quarters. The position peaked at $279K in Q3 2024. 88 funds tracked by Wall St. Rank hold NTSX as of Q4 2024.

  • Great Valley Advisor Group reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,945 WisdomTree US Efficient Core Fund shares in Q4 2024, an estimated $279K.
  • Great Valley Advisor Group first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's WisdomTree US Efficient Core Fund position peaked at $279K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2024.

Based on Great Valley Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.