Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
NTSX icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		– Sell
-450,000
Closed -$14.6M – 1418
2022
Q4 		$14.6M Hold
450,000
– – 0.07% 215
2022
Q3 		$13.8M Hold
450,000
– – 0.07% 163
2022
Q2 		$15M Hold
450,000
– – 0.07% 177
2022
Q1 		$18.2M Sell
450,000
-100,000
-18% -$4.08M 0.06% 200
2021
Q4 		$24.4M Buy
+550,000
New +$23.8M 0.05% 245

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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Toronto Dominion Bank
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's NTSX Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2023, closing a stake of 450,000 shares — an estimated $14.6M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in NTSX in Q4 2021 and held it in 5 quarters. The position peaked at $24.4M in Q4 2021. 70 funds tracked by Wall St. Rank hold NTSX as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 450,000 WisdomTree US Efficient Core Fund shares in Q1 2023, an estimated $14.6M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 5 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WisdomTree US Efficient Core Fund position peaked at $24.4M in Q4 2021.
  • 70 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.