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Signet Financial Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Signet Financial 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
Q1 		– Sell
-316
Closed -$14K – 964
2021
Q4 		$14K Buy
+316
New +$13.7K ﹤0.01% 975

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
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Signet Financial Management's NTSX Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2022, closing a stake of 316 shares — an estimated $14K sold.

Signet Financial Management first reported a position in NTSX in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q1 2022.

  • Signet Financial Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 316 WisdomTree US Efficient Core Fund shares in Q1 2022, an estimated $14K.
  • Signet Financial Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's WisdomTree US Efficient Core Fund position peaked at $14K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.