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Pacific Capital Wealth Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Pacific Capital Wealth 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
2021
Q1 		– Sell
-18,199
Closed -$666K – 67
2020
Q4 		$666K Sell
18,199
-1,493
-8% -$52K 0.38% 47
2020
Q3 		$655K Buy
+19,692
New +$646K 0.39% 46

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pacific Capital Wealth Advisors's NTSX Position: Q1 2021 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2021, closing a stake of 18,199 shares — an estimated $666K sold.

Pacific Capital Wealth Advisors first reported a position in NTSX in Q3 2020 and held it in 2 quarters. The position peaked at $666K in Q4 2020. 37 funds tracked by Wall St. Rank hold NTSX as of Q1 2021.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2021 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18,199 WisdomTree US Efficient Core Fund shares in Q1 2021, an estimated $666K.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's WisdomTree US Efficient Core Fund position peaked at $666K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2021.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.