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

Janiczek 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
2024
Q2 		$15.9K Hold
361
– – ﹤0.01% 598
2024
Q1 		$15.2K Hold
361
– – ﹤0.01% 613
2023
Q4 		$14.2K Hold
361
– – ﹤0.01% 606
2023
Q3 		$12.6K Hold
361
– – ﹤0.01% 596
2023
Q2 		$13.4K Sell
361
-8
-2% -$285 ﹤0.01% 519
2023
Q1 		$13K Buy
369
+88
+31% +$2.99K ﹤0.01% 524
2022
Q4 		$9.53K Buy
281
+112
+66% +$3.66K ﹤0.01% 573
2022
Q3 		$5K Hold
169
– – ﹤0.01% 661
2022
Q2 		$6K Hold
169
– – ﹤0.01% 645
2022
Q1 		$7K Buy
+169
New +$6.89K ﹤0.01% 625

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Janiczek Wealth Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2024 at 361 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Janiczek Wealth Management first reported a position in NTSX in Q1 2022 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

  • Janiczek Wealth Management held 361 shares of WisdomTree US Efficient Core Fund worth $15.9K as of Q2 2024.
  • Janiczek Wealth Management left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2024.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #598 holding.
  • Janiczek Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2022 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

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