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Patriot Financial Group Insurance Agency’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-2,578
Closed -$86K – 1953
2020
Q3 		$86K Buy
+2,578
New +$84.6K 0.03% 425

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Patriot Financial Group Insurance Agency's NTSX Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2020, closing a stake of 2,578 shares — an estimated $86K sold.

Patriot Financial Group Insurance Agency first reported a position in NTSX in Q3 2020 and held it in 1 quarter. The position peaked at $86K in Q3 2020. 34 funds tracked by Wall St. Rank hold NTSX as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,578 WisdomTree US Efficient Core Fund shares in Q4 2020, an estimated $86K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's WisdomTree US Efficient Core Fund position peaked at $86K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.