TD Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

TD Capital 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 Q2	–	Sell	-5,014	Closed	-$203K	–	92
2022 Q1	$203K	Buy	5,014 +6	+0.1%	+$245	0.02%	89
2021 Q4	$222K	Buy	5,008 +2,322	+86%	+$100K	0.03%	85
2021 Q3	$109K	Buy	+2,686	New	+$113K	0.01%	111

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

TD Capital Management's NTSX Position: Q2 2022 in Review

TD Capital Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 5,014 shares — an estimated $203K sold.

TD Capital Management first reported a position in NTSX in Q3 2021 and held it in 3 quarters. The position peaked at $222K in Q4 2021. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

TD Capital Management reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
TD Capital Management sold 5,014 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $203K.
TD Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2021 and held it in 3 quarters.
TD Capital Management's WisdomTree US Efficient Core Fund position peaked at $222K in Q4 2021.
69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on TD Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.