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Stratos Wealth Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-5,699
Closed -$231K – 1264
2022
Q1 		$231K Sell
5,699
-532,684
-99% -$21.7M 0.01% 1105
2021
Q4 		$23.9M Buy
+538,383
New +$23.3M 0.53% 34

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stratos Wealth Partners's NTSX Position: Q2 2022 in Review

Stratos Wealth Partners sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 5,699 shares — an estimated $231K sold.

Stratos Wealth Partners first reported a position in NTSX in Q4 2021 and held it in 2 quarters. The position peaked at $23.9M in Q4 2021. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

  • Stratos Wealth Partners reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,699 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $231K.
  • Stratos Wealth Partners first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 2 quarters.
  • Stratos Wealth Partners's WisdomTree US Efficient Core Fund position peaked at $23.9M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.