MML Investors Services’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

MML Investors Services’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,509	Closed	-$293K	–	2351
2023 Q2	$293K	Sell	8,509 -1,732	-17%	-$60.2K	﹤0.01%	1950
2023 Q1	$352K	Sell	10,241 -1,486	-13%	-$50K	﹤0.01%	1588
2022 Q4	$372K	Buy	11,727 +3,767	+47%	+$114K	﹤0.01%	1649
2022 Q3	$216K	Buy	+7,960	New	+$246K	﹤0.01%	1890

Other funds holding NTSI

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

OIA

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

PFA

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

WAP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

MML Investors Services's NTSI Position: Q3 2023 in Review

MML Investors Services sold out of WisdomTree International Efficient Core Fund (NTSI) in Q3 2023, closing a stake of 8,509 shares — an estimated $293K sold.

MML Investors Services first reported a position in NTSI in Q3 2022 and held it in 4 quarters. The position peaked at $372K in Q4 2022. 18 funds tracked by Wall St. Rank hold NTSI as of Q3 2023.

MML Investors Services reported no remaining WisdomTree International Efficient Core Fund position as of Q3 2023 after selling out during the quarter.
MML Investors Services sold 8,509 WisdomTree International Efficient Core Fund shares in Q3 2023, an estimated $293K.
MML Investors Services first reported a position in WisdomTree International Efficient Core Fund in Q3 2022 and held it in 4 quarters.
MML Investors Services's WisdomTree International Efficient Core Fund position peaked at $372K in Q4 2022.
18 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q3 2023.

Based on MML Investors Services's 13F filing for Q3 2023, filed 14 Nov 2023.