Optimum Investment Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Optimum Investment Advisors’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	-100	Closed	-$4.22K	–	650
2024 Q1	$4.22K	Hold	100	–	–	﹤0.01%	574
2023 Q4	$3.93K	Hold	100	–	–	﹤0.01%	567
2023 Q3	$3.5K	Hold	100	–	–	﹤0.01%	628
2023 Q2	$3.71K	Hold	100	–	–	﹤0.01%	625
2023 Q1	$3.51K	Hold	100	–	–	﹤0.01%	644
2022 Q4	$3.25K	Hold	100	–	–	﹤0.01%	655
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	699
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	735
2022 Q1	$4K	Sell	100 -3,130	-97%	-$128K	﹤0.01%	750
2021 Q4	$143K	Buy	3,230 +1	+0%	+$43	0.06%	287
2021 Q3	$132K	Sell	3,229 -398	-11%	-$16.7K	0.06%	294
2021 Q2	$147K	Sell	3,627 -2,108	-37%	-$82.9K	0.05%	321
2021 Q1	$214K	Buy	5,735 +355	+7%	+$13.1K	0.06%	252
2020 Q4	$197K	Buy	5,380 +457	+9%	+$15.9K	0.06%	248
2020 Q3	$164K	Buy	+4,923	New	+$161K	0.06%	255

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's NTSX Position: Q2 2024 in Review

Optimum Investment Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2024, closing a stake of 100 shares — an estimated $4.22K sold.

Optimum Investment Advisors first reported a position in NTSX in Q3 2020 and held it in 15 quarters. The position peaked at $214K in Q1 2021. 74 funds tracked by Wall St. Rank hold NTSX as of Q2 2024.

Optimum Investment Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
Optimum Investment Advisors sold 100 WisdomTree US Efficient Core Fund shares in Q2 2024, an estimated $4.22K.
Optimum Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 15 quarters.
Optimum Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $214K in Q1 2021.
74 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.