Ken Griffin’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Ken Griffin’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	–	Sell	-8,071	Closed	-$247K	–	15263
2022 Q3	$247K	Sell	8,071 -37,302	-82%	-$1.3M	﹤0.01%	9996
2022 Q2	$1.51M	Buy	+45,373	New	+$1.64M	﹤0.01%	6115
2022 Q1	–	Sell	-7,751	Closed	-$344K	–	14262
2021 Q4	$344K	Buy	+7,751	New	+$335K	﹤0.01%	10610
2021 Q2	–	Sell	-32,950	Closed	-$1.23M	–	14165
2021 Q1	$1.23M	Buy	+32,950	New	+$1.22M	﹤0.01%	7583

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 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 $71.2B AUM 48.86% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ken Griffin's NTSX Position: Q4 2022 in Review

Ken Griffin sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2022, closing a stake of 8,071 shares — an estimated $247K sold.

Ken Griffin first reported a position in NTSX in Q1 2021 and held it in 4 quarters. The position peaked at $1.51M in Q2 2022. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

Ken Griffin reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2022 after selling out during the quarter.
Ken Griffin sold 8,071 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $247K.
Ken Griffin first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and held it in 4 quarters.
Ken Griffin's WisdomTree US Efficient Core Fund position peaked at $1.51M in Q2 2022.
73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.