JWM
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Janiczek Wealth Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Janiczek Wealth Management’s Portfolio NTSI Stock Details NTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.02K Hold
28
– – ﹤0.01% 926
2024
Q1 		$1.04K Buy
+28
New +$1.01K ﹤0.01% 939

Other funds holding NTSI

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janiczek Wealth Management's NTSI Position: Q2 2024 in Review

Janiczek Wealth Management held its WisdomTree International Efficient Core Fund (NTSI) position steady in Q2 2024 at 28 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Janiczek Wealth Management first reported a position in NTSI in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.04K in Q1 2024. 26 funds tracked by Wall St. Rank hold NTSI as of Q2 2024.

  • Janiczek Wealth Management held 28 shares of WisdomTree International Efficient Core Fund worth $1.02K as of Q2 2024.
  • Janiczek Wealth Management left its WisdomTree International Efficient Core Fund share count unchanged in Q2 2024.
  • WisdomTree International Efficient Core Fund made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #926 holding.
  • Janiczek Wealth Management first reported a position in WisdomTree International Efficient Core Fund in Q1 2024 and has held it in 2 quarters since.
  • Janiczek Wealth Management's WisdomTree International Efficient Core Fund position peaked at $1.04K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.