KLR Investment Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

KLR Investment Advisors’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 Q1	$2.12M	Sell	52,794 -9,738	-16%	-$397K	1.53%	11
2023 Q4	$2.46M	Sell	62,532 -3,295	-5%	-$120K	1.78%	10
2023 Q3	$2.31M	Sell	65,827 -1,586	-2%	-$58.4K	2.1%	10
2023 Q2	$2.5M	Buy	67,413 +1,586	+2%	+$56.6K	2.06%	9
2023 Q1	$2.31M	Buy	65,827 +3,577	+6%	+$122K	2.03%	10
2022 Q4	$2.02M	Buy	+62,250	New	+$2.03M	1.66%	10

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

KLR Investment Advisors's NTSX Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 16% in Q1 2024, selling an estimated $397K and leaving 52,794 shares worth $2.12M. The position accounts for 1.53% of the portfolio, ranked #11.

KLR Investment Advisors first reported a position in NTSX in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2023. 76 funds tracked by Wall St. Rank hold NTSX as of Q1 2024.

KLR Investment Advisors held 52,794 shares of WisdomTree US Efficient Core Fund worth $2.12M as of Q1 2024.
KLR Investment Advisors sold 9,738 WisdomTree US Efficient Core Fund shares in Q1 2024, an estimated $397K.
WisdomTree US Efficient Core Fund made up 1.53% of KLR Investment Advisors's portfolio in Q1 2024, its #11 holding.
KLR Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $2.5M in Q2 2023.
76 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.