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

PSI 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
2020
Q3 		– Sell
-8,896
Closed -$271K – 121
2020
Q2 		$271K Buy
+8,896
New +$258K 0.22% 88

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PSI Advisors's NTSX Position: Q3 2020 in Review

PSI Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2020, closing a stake of 8,896 shares — an estimated $271K sold.

PSI Advisors first reported a position in NTSX in Q2 2020 and held it in 1 quarter. The position peaked at $271K in Q2 2020. 26 funds tracked by Wall St. Rank hold NTSX as of Q3 2020.

  • PSI Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2020 after selling out during the quarter.
  • PSI Advisors sold 8,896 WisdomTree US Efficient Core Fund shares in Q3 2020, an estimated $271K.
  • PSI Advisors first reported a position in WisdomTree US Efficient Core Fund in Q2 2020 and held it in 1 quarter.
  • PSI Advisors's WisdomTree US Efficient Core Fund position peaked at $271K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2020.

Based on PSI Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.