Leelyn Smith’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-5,430	Closed	-$164K	–	315
2022 Q4	$164K	Buy	5,430 +5,043	+1,303%	+$165K	0.04%	117
2022 Q3	$12K	Sell	387 -4,652	-92%	-$162K	﹤0.01%	273
2022 Q2	$168K	Buy	5,039 +78	+2%	+$2.81K	0.04%	135
2022 Q1	$201K	Buy	4,961 +116	+2%	+$4.73K	0.05%	117
2021 Q4	$215K	Buy	+4,845	New	+$209K	0.06%	111

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CAN

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Leelyn Smith's NTSX Position: Q1 2023 in Review

Leelyn Smith sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2023, closing a stake of 5,430 shares — an estimated $164K sold.

Leelyn Smith first reported a position in NTSX in Q4 2021 and held it in 5 quarters. The position peaked at $215K in Q4 2021. 70 funds tracked by Wall St. Rank hold NTSX as of Q1 2023.

Leelyn Smith reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 5,430 WisdomTree US Efficient Core Fund shares in Q1 2023, an estimated $164K.
Leelyn Smith first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 5 quarters.
Leelyn Smith's WisdomTree US Efficient Core Fund position peaked at $215K in Q4 2021.
70 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.