RHS Financial’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

RHS Financial’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,149	Closed	-$324K	–	105
2023 Q3	$324K	Sell	10,149 -14,960	-60%	-$504K	0.23%	76
2023 Q2	$865K	Sell	25,109 -830	-3%	-$28.8K	0.64%	40
2023 Q1	$890K	Sell	25,939 -753	-3%	-$25.3K	0.68%	41
2022 Q4	$847K	Sell	26,692 -343	-1%	-$10.4K	0.67%	38
2022 Q3	$735K	Sell	27,035 -5,242	-16%	-$162K	0.65%	41
2022 Q2	$999K	Buy	+32,277	New	+$1.09M	0.82%	37

Other funds holding NTSI

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RHS Financial's NTSI Position: Q4 2023 in Review

RHS Financial sold out of WisdomTree International Efficient Core Fund (NTSI) in Q4 2023, closing a stake of 10,149 shares — an estimated $324K sold.

RHS Financial first reported a position in NTSI in Q2 2022 and held it in 6 quarters. The position peaked at $999K in Q2 2022. 21 funds tracked by Wall St. Rank hold NTSI as of Q4 2023.

RHS Financial reported no remaining WisdomTree International Efficient Core Fund position as of Q4 2023 after selling out during the quarter.
RHS Financial sold 10,149 WisdomTree International Efficient Core Fund shares in Q4 2023, an estimated $324K.
RHS Financial first reported a position in WisdomTree International Efficient Core Fund in Q2 2022 and held it in 6 quarters.
RHS Financial's WisdomTree International Efficient Core Fund position peaked at $999K in Q2 2022.
21 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q4 2023.

Based on RHS Financial's 13F filing for Q4 2023, filed 18 Jan 2024.