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

HB Wealth 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
2022
Q1 		– Sell
-53,766
Closed -$2.38M – 611
2021
Q4 		$2.38M Buy
+53,766
New +$2.32M 0.05% 147

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

HB Wealth Management's NTSX Position: Q1 2022 in Review

HB Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2022, closing a stake of 53,766 shares — an estimated $2.38M sold.

HB Wealth Management first reported a position in NTSX in Q4 2021 and held it in 1 quarter. The position peaked at $2.38M in Q4 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q1 2022.

  • HB Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2022 after selling out during the quarter.
  • HB Wealth Management sold 53,766 WisdomTree US Efficient Core Fund shares in Q1 2022, an estimated $2.38M.
  • HB Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 1 quarter.
  • HB Wealth Management's WisdomTree US Efficient Core Fund position peaked at $2.38M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2022.

Based on HB Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.