TRUADVICE’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

TRUADVICE’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 Q3	$1.95M	Buy	54,287 +31,057	+134%	+$1.14M	0.77%	35
2023 Q2	$855K	Sell	23,230 -2,412	-9%	-$86K	0.31%	82
2023 Q1	$911K	Buy	25,642 +660	+3%	+$22.4K	0.36%	76
2022 Q4	$848K	Sell	24,982 -278	-1%	-$9.09K	0.45%	43
2022 Q3	$820K	Sell	25,260 -907	-3%	-$31.6K	0.46%	43
2022 Q2	$961K	Buy	26,167 +588	+2%	+$21.2K	0.51%	43
2022 Q1	$931K	Sell	25,579 -1,065	-4%	-$43.4K	0.52%	42
2021 Q4	$1.1M	Buy	26,644 +225	+0.9%	+$9.72K	1.03%	27
2021 Q3	$1.17M	Sell	26,419 -52,064	-66%	-$2.19M	1.07%	23
2021 Q2	$3.3M	Buy	78,483 +6,026	+8%	+$237K	0.72%	36
2021 Q1	$2.87M	Buy	72,457 +1,750	+2%	+$64.8K	0.85%	27
2020 Q4	$2.57M	Buy	70,707 +2,615	+4%	+$91K	0.78%	29
2020 Q3	$2.29M	Buy	+68,092	New	+$2.23M	0.93%	26

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TRUADVICE's NTSX Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree US Efficient Core Fund (NTSX) stake by 134% in Q3 2023, buying an estimated $1.14M and bringing the position to 54,287 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #35.

TRUADVICE first reported a position in NTSX in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.3M in Q2 2021. 65 funds tracked by Wall St. Rank hold NTSX as of Q3 2023.

TRUADVICE held 54,287 shares of WisdomTree US Efficient Core Fund worth $1.95M as of Q3 2023.
TRUADVICE bought 31,057 WisdomTree US Efficient Core Fund shares in Q3 2023, an estimated $1.14M.
WisdomTree US Efficient Core Fund made up 0.77% of TRUADVICE's portfolio in Q3 2023, its #35 holding.
TRUADVICE first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's WisdomTree US Efficient Core Fund position peaked at $3.3M in Q2 2021.
65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.