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Stapp Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Stapp Wealth 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
2023
Q1 		– Sell
-65,918
Closed -$2.14M – 25
2022
Q4 		$2.14M Buy
65,918
+3,087
+5% +$101K 5.13% 9
2022
Q3 		$1.92M Buy
+62,831
New +$2.19M 5.6% 8

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stapp Wealth Management's NTSX Position: Q1 2023 in Review

Stapp Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2023, closing a stake of 65,918 shares — an estimated $2.14M sold.

Stapp Wealth Management first reported a position in NTSX in Q3 2022 and held it in 2 quarters. The position peaked at $2.14M in Q4 2022. 70 funds tracked by Wall St. Rank hold NTSX as of Q1 2023.

  • Stapp Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2023 after selling out during the quarter.
  • Stapp Wealth Management sold 65,918 WisdomTree US Efficient Core Fund shares in Q1 2023, an estimated $2.14M.
  • Stapp Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2022 and held it in 2 quarters.
  • Stapp Wealth Management's WisdomTree US Efficient Core Fund position peaked at $2.14M in Q4 2022.
  • 70 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2023.

Based on Stapp Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.