Next Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Next Financial Group’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
2021 Q4	$102K	Buy	+2,312	New	+$99.9K	0.01%	1149
2020 Q1	–	Sell	-23,215	Closed	-$688K	–	2318
2019 Q4	$688K	Buy	23,215 +640	+3%	+$18.3K	0.07%	289
2019 Q3	$630K	Buy	22,575 +3,900	+21%	+$108K	0.07%	309
2019 Q2	$507K	Buy	18,675 +275	+1%	+$7.25K	0.05%	342
2019 Q1	$475K	Sell	18,400 -275	-1%	-$6.79K	0.12%	124
2018 Q4	$425K	Hold	18,675	–	–	0.09%	246
2018 Q3	$481K	Buy	+18,675	New	+$478K	0.22%	98

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Next Financial Group's NTSX Position: Q4 2021 in Review

Next Financial Group opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q4 2021: 2,312 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Next Financial Group previously reported a position in NTSX as recently as Q4 2019.

Next Financial Group first reported a position in NTSX in Q3 2018 and has held it in 7 quarters since. The position peaked at $688K in Q4 2019. 71 funds tracked by Wall St. Rank hold NTSX as of Q4 2021.

Next Financial Group held 2,312 shares of WisdomTree US Efficient Core Fund worth $102K as of Q4 2021.
WisdomTree US Efficient Core Fund was a new Next Financial Group position in Q4 2021.
WisdomTree US Efficient Core Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1149 holding.
Next Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q3 2018 and has held it in 7 quarters since.
Next Financial Group's WisdomTree US Efficient Core Fund position peaked at $688K in Q4 2019.
71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.