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

Private Ocean’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 Q4	–	Sell	-4,522	Closed	-$138K	–	610
2022 Q3	$138K	Buy	+4,522	New	+$157K	0.02%	141
2022 Q2	–	Sell	-4,522	Closed	-$183K	–	600
2022 Q1	$183K	Buy	+4,522	New	+$184K	0.02%	126

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Private Ocean's NTSX Position: Q4 2022 in Review

Private Ocean sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2022, closing a stake of 4,522 shares — an estimated $138K sold.

Private Ocean first reported a position in NTSX in Q1 2022 and held it in 2 quarters. The position peaked at $183K in Q1 2022. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

Private Ocean reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 4,522 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $138K.
Private Ocean first reported a position in WisdomTree US Efficient Core Fund in Q1 2022 and held it in 2 quarters.
Private Ocean's WisdomTree US Efficient Core Fund position peaked at $183K in Q1 2022.
73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.