Sigma Planning Corp’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-6,929	Closed	-$231K	–	1318
2022 Q2	$231K	Sell	6,929 -733	-10%	-$26.4K	0.01%	1105
2022 Q1	$310K	Sell	7,662 -36	-0.5%	-$1.47K	0.01%	1045
2021 Q4	$341K	Sell	7,698 -1,106	-13%	-$47.8K	0.01%	1012
2021 Q3	$359K	Sell	8,804 -13,556	-61%	-$570K	0.01%	966
2021 Q2	$909K	Buy	22,360 +1,237	+6%	+$48.7K	0.03%	587
2021 Q1	$789K	Sell	21,123 -1,886	-8%	-$69.9K	0.03%	591
2020 Q4	$842K	Buy	23,009 +13,437	+140%	+$468K	0.03%	491
2020 Q3	$319K	Buy	+9,572	New	+$314K	0.01%	774

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

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

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

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Sigma Planning Corp's NTSX Position: Q3 2022 in Review

Sigma Planning Corp sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2022, closing a stake of 6,929 shares — an estimated $231K sold.

Sigma Planning Corp first reported a position in NTSX in Q3 2020 and held it in 8 quarters. The position peaked at $909K in Q2 2021. 72 funds tracked by Wall St. Rank hold NTSX as of Q3 2022.

Sigma Planning Corp reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2022 after selling out during the quarter.
Sigma Planning Corp sold 6,929 WisdomTree US Efficient Core Fund shares in Q3 2022, an estimated $231K.
Sigma Planning Corp first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 8 quarters.
Sigma Planning Corp's WisdomTree US Efficient Core Fund position peaked at $909K in Q2 2021.
72 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.