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MOTCO’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

MOTCO’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
-492
Closed -$20.8K – 755
2024
Q1 		$20.8K Hold
492
– – ﹤0.01% 471
2023
Q4 		$19.3K Hold
492
– – ﹤0.01% 442
2023
Q3 		$17.2K Hold
492
– – ﹤0.01% 463
2023
Q2 		$18.2K Sell
492
-1,027
-68% -$36.6K ﹤0.01% 455
2023
Q1 		$53.3K Sell
1,519
-450
-23% -$15.3K ﹤0.01% 333
2022
Q4 		$63.9K Hold
1,969
– – ﹤0.01% 320
2022
Q3 		$60K Hold
1,969
– – ﹤0.01% 333
2022
Q2 		$66K Hold
1,969
– – 0.01% 321
2022
Q1 		$80K Hold
1,969
– – 0.01% 307
2021
Q4 		$87K Buy
+1,969
New +$85.1K 0.01% 299

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MOTCO's NTSX Position: Q2 2024 in Review

MOTCO sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 492 shares — an estimated $20.8K sold.

MOTCO first reported a position in NTSX in Q4 2021 and held it in 10 quarters. The position peaked at $87K in Q4 2021. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

  • MOTCO reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
  • MOTCO sold 492 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $20.8K.
  • MOTCO first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 10 quarters.
  • MOTCO's WisdomTree US Efficient Core Fund position peaked at $87K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on MOTCO's 13F filing for Q2 2024, filed 7 Aug 2024.