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

Menlo 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
2022 Q3	–	Sell	-12,455	Closed	-$415K	–	33
2022 Q2	$415K	Hold	12,455	–	–	0.28%	31
2022 Q1	$504K	Hold	12,455	–	–	0.27%	33
2021 Q4	$552K	Sell	12,455 -415	-3%	-$17.9K	0.27%	37
2021 Q3	$524K	Hold	12,870	–	–	0.28%	38
2021 Q2	$523K	Hold	12,870	–	–	0.28%	38
2021 Q1	$480K	Hold	12,870	–	–	0.29%	35
2020 Q4	$471K	Hold	12,870	–	–	0.31%	33
2020 Q3	$428K	Hold	12,870	–	–	0.34%	32
2020 Q2	$393K	Buy	+12,870	New	+$373K	0.31%	33

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Menlo Advisors's NTSX Position: Q3 2022 in Review

Menlo Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2022, closing a stake of 12,455 shares — an estimated $415K sold.

Menlo Advisors first reported a position in NTSX in Q2 2020 and held it in 9 quarters. The position peaked at $552K in Q4 2021. 72 funds tracked by Wall St. Rank hold NTSX as of Q3 2022.

Menlo Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2022 after selling out during the quarter.
Menlo Advisors sold 12,455 WisdomTree US Efficient Core Fund shares in Q3 2022, an estimated $415K.
Menlo Advisors first reported a position in WisdomTree US Efficient Core Fund in Q2 2020 and held it in 9 quarters.
Menlo Advisors's WisdomTree US Efficient Core Fund position peaked at $552K in Q4 2021.
72 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2022.

Based on Menlo Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.