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Private Capital Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Private Capital Group’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
Q1 		– Sell
-230
Closed -$10K – 2170
2021
Q4 		$10K Buy
+230
New +$9.94K ﹤0.01% 1294

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Private Capital Group's NTSX Position: Q1 2022 in Review

Private Capital Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2022, closing a stake of 230 shares — an estimated $10K sold.

Private Capital Group first reported a position in NTSX in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q1 2022.

  • Private Capital Group reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2022 after selling out during the quarter.
  • Private Capital Group sold 230 WisdomTree US Efficient Core Fund shares in Q1 2022, an estimated $10K.
  • Private Capital Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 1 quarter.
  • Private Capital Group's WisdomTree US Efficient Core Fund position peaked at $10K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2022.

Based on Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.