NFH
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NEXT Financial Holdings’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$475K Buy
+18,400
New +$454K 0.12% 124

Other funds holding NTSX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

NEXT Financial Holdings's NTSX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q1 2019: 18,400 shares worth $475K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings.

4 funds tracked by Wall St. Rank hold NTSX as of Q1 2019.

  • NEXT Financial Holdings held 18,400 shares of WisdomTree US Efficient Core Fund worth $475K as of Q1 2019.
  • WisdomTree US Efficient Core Fund was a new NEXT Financial Holdings position in Q1 2019.
  • WisdomTree US Efficient Core Fund made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #124 holding.
  • 4 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.