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New Perspectives Inc’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

New Perspectives Inc’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
Q4 		– Sell
-6,668
Closed -$313K – 37
2024
Q3 		$313K Hold
6,668
– – 0.17% 24
2024
Q2 		$293K Hold
6,668
– – 0.16% 20
2024
Q1 		$282K Buy
+6,668
New +$272K 0.16% 23

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

New Perspectives Inc's NTSX Position: Q4 2024 in Review

New Perspectives Inc sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2024, closing a stake of 6,668 shares — an estimated $313K sold.

New Perspectives Inc first reported a position in NTSX in Q1 2024 and held it in 3 quarters. The position peaked at $313K in Q3 2024. 88 funds tracked by Wall St. Rank hold NTSX as of Q4 2024.

  • New Perspectives Inc reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2024 after selling out during the quarter.
  • New Perspectives Inc sold 6,668 WisdomTree US Efficient Core Fund shares in Q4 2024, an estimated $313K.
  • New Perspectives Inc first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and held it in 3 quarters.
  • New Perspectives Inc's WisdomTree US Efficient Core Fund position peaked at $313K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2024.

Based on New Perspectives Inc's 13F filing for Q4 2024, filed 22 Jan 2025.