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Penserra Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Penserra Capital Management’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
2023
Q3 		– Sell
-546
Closed -$20K – 1329
2023
Q2 		$20K Buy
+546
New +$19.5K ﹤0.01% 1105

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Penserra Capital Management's NTSX Position: Q3 2023 in Review

Penserra Capital Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2023, closing a stake of 546 shares — an estimated $20K sold.

Penserra Capital Management first reported a position in NTSX in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 65 funds tracked by Wall St. Rank hold NTSX as of Q3 2023.

  • Penserra Capital Management reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2023 after selling out during the quarter.
  • Penserra Capital Management sold 546 WisdomTree US Efficient Core Fund shares in Q3 2023, an estimated $20K.
  • Penserra Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2023 and held it in 1 quarter.
  • Penserra Capital Management's WisdomTree US Efficient Core Fund position peaked at $20K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2023.

Based on Penserra Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.