MML Investors Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

MML Investors Services’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 Q2	–	Sell	-14,794	Closed	-$625K	–	2535
2024 Q1	$625K	Sell	14,794 -6,572	-31%	-$268K	﹤0.01%	1672
2023 Q4	$840K	Sell	21,366 -7,553	-26%	-$275K	﹤0.01%	1464
2023 Q3	$1.01M	Sell	28,919 -4,435	-13%	-$163K	0.01%	1215
2023 Q2	$1.24M	Sell	33,354 -685	-2%	-$24.4K	0.01%	1123
2023 Q1	$1.19M	Buy	34,039 +1,132	+3%	+$38.5K	0.01%	987
2022 Q4	$1.07M	Buy	32,907 +1,181	+4%	+$38.6K	0.01%	1109
2022 Q3	$970K	Buy	31,726 +6,733	+27%	+$234K	0.01%	1076
2022 Q2	$833K	Buy	24,993 +7,074	+39%	+$255K	0.01%	1132
2022 Q1	$726K	Buy	17,919 +12,723	+245%	+$519K	0.01%	1250
2021 Q4	$230K	Buy	+5,196	New	+$224K	﹤0.01%	1848

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

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

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

WAP

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

OIA

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

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

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

PFA

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

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

MML Investors Services's NTSX Position: Q2 2024 in Review

MML Investors Services sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 14,794 shares — an estimated $625K sold.

MML Investors Services first reported a position in NTSX in Q4 2021 and held it in 10 quarters. The position peaked at $1.24M in Q2 2023. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

MML Investors Services reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
MML Investors Services sold 14,794 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $625K.
MML Investors Services first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 10 quarters.
MML Investors Services's WisdomTree US Efficient Core Fund position peaked at $1.24M in Q2 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.