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

Raleigh 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
2022
Q4 		– Sell
-327
Closed -$10K – 859
2022
Q3 		$10K Buy
327
+29
+10% +$1.01K 0.01% 365
2022
Q2 		$10K Buy
298
+17
+6% +$613 0.01% 350
2022
Q1 		$11K Sell
281
-4
-1% -$163 0.01% 356
2021
Q4 		$12K Buy
+285
New +$12.3K 0.01% 186

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Raleigh Capital Management's NTSX Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2022, closing a stake of 327 shares — an estimated $10K sold.

Raleigh Capital Management first reported a position in NTSX in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

  • Raleigh Capital Management reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 327 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $10K.
  • Raleigh Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 4 quarters.
  • Raleigh Capital Management's WisdomTree US Efficient Core Fund position peaked at $12K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.