Heritage Wealth Management (Arizona)’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$2.79K	Buy	86 +43	+100%	+$1.41K	﹤0.01%	947
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	955
2022 Q2	$1.43K	Sell	43 -244	-85%	-$8.8K	﹤0.01%	907
2022 Q1	$12K	Buy	+287	New	+$11.7K	﹤0.01%	684
2021 Q3	$12K	Hold	287	–	–	﹤0.01%	633
2021 Q2	$12K	Buy	+287	New	+$11.3K	﹤0.01%	638

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 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

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

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

Heritage Wealth Management (Arizona)'s NTSX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree US Efficient Core Fund (NTSX) stake by 100% in Q4 2022, buying an estimated $1.41K and bringing the position to 86 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Heritage Wealth Management (Arizona) first reported a position in NTSX in Q2 2021 and has held it in 6 quarters since. The position peaked at $12K in Q1 2022. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

Heritage Wealth Management (Arizona) held 86 shares of WisdomTree US Efficient Core Fund worth $2.79K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 43 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $1.41K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #947 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s WisdomTree US Efficient Core Fund position peaked at $12K in Q1 2022.
73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.