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Money Concepts Capital’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-16,824
Closed -$1.18M – 437
2023
Q1 		$1.18M Sell
16,824
-179,333
-91% -$6.1M 0.07% 199
2022
Q4 		$6.37M Sell
196,157
-9,330
-5% -$305K 0.28% 70
2022
Q3 		$6.28M Buy
+205,487
New +$7.15M 0.37% 57

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Money Concepts Capital's NTSX Position: Q2 2023 in Review

Money Concepts Capital sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2023, closing a stake of 16,824 shares — an estimated $1.18M sold.

Money Concepts Capital first reported a position in NTSX in Q3 2022 and held it in 3 quarters. The position peaked at $6.37M in Q4 2022. 65 funds tracked by Wall St. Rank hold NTSX as of Q2 2023.

  • Money Concepts Capital reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 16,824 WisdomTree US Efficient Core Fund shares in Q2 2023, an estimated $1.18M.
  • Money Concepts Capital first reported a position in WisdomTree US Efficient Core Fund in Q3 2022 and held it in 3 quarters.
  • Money Concepts Capital's WisdomTree US Efficient Core Fund position peaked at $6.37M in Q4 2022.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.