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Steward Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Steward Financial Group’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
-731
Closed -$23K – 853
2022
Q4 		$23K Buy
+731
New +$23.9K 0.01% 110

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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 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

Steward Financial Group's NTSX Position: Q1 2023 in Review

Steward Financial Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2023, closing a stake of 731 shares — an estimated $23K sold.

Steward Financial Group first reported a position in NTSX in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 70 funds tracked by Wall St. Rank hold NTSX as of Q1 2023.

  • Steward Financial Group reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 731 WisdomTree US Efficient Core Fund shares in Q1 2023, an estimated $23K.
  • Steward Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and held it in 1 quarter.
  • Steward Financial Group's WisdomTree US Efficient Core Fund position peaked at $23K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.