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

Parallel 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
2022
Q2 		– Sell
-2,376
Closed -$98K – 3238
2022
Q1 		$98K Hold
2,376
– – ﹤0.01% 996
2021
Q4 		$105K Hold
2,376
– – ﹤0.01% 997
2021
Q3 		$97K Buy
+2,376
New +$99.9K ﹤0.01% 997

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Parallel Advisors's NTSX Position: Q2 2022 in Review

Parallel Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 2,376 shares — an estimated $98K sold.

Parallel Advisors first reported a position in NTSX in Q3 2021 and held it in 3 quarters. The position peaked at $105K in Q4 2021. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

  • Parallel Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
  • Parallel Advisors sold 2,376 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $98K.
  • Parallel Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2021 and held it in 3 quarters.
  • Parallel Advisors's WisdomTree US Efficient Core Fund position peaked at $105K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on Parallel Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.