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RW Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

RW Investment 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
2025
Q1 		– Sell
-5,178
Closed -$242K – 102
2024
Q4 		$242K Buy
+5,178
New +$246K 0.03% 87

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RW Investment Management's NTSX Position: Q1 2025 in Review

RW Investment Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2025, closing a stake of 5,178 shares — an estimated $242K sold.

RW Investment Management first reported a position in NTSX in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 90 funds tracked by Wall St. Rank hold NTSX as of Q1 2025.

  • RW Investment Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
  • RW Investment Management sold 5,178 WisdomTree US Efficient Core Fund shares in Q1 2025, an estimated $242K.
  • RW Investment Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and held it in 1 quarter.
  • RW Investment Management's WisdomTree US Efficient Core Fund position peaked at $242K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2025.

Based on RW Investment Management's 13F filing for Q1 2025, filed 13 May 2025.