Truist Financial
NTSX icon

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

Truist Financial’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
Q2 		– Sell
-11,407
Closed -$400K – 2638
2023
Q1 		$400K Sell
11,407
-435
-4% -$14.8K ﹤0.01% 2108
2022
Q4 		$384K Sell
11,842
-3,175
-21% -$104K ﹤0.01% 2128
2022
Q3 		$460K Sell
15,017
-68,229
-82% -$2.37M ﹤0.01% 1868
2022
Q2 		$2.78M Sell
83,246
-128,062
-61% -$4.62M 0.01% 1060
2022
Q1 		$8.56M Sell
211,308
-26,682
-11% -$1.09M 0.01% 695
2021
Q4 		$10.6M Sell
237,990
-4,098
-2% -$177K 0.02% 625
2021
Q3 		$9.86M Sell
242,088
-1,365
-0.6% -$57.4K 0.02% 640
2021
Q2 		$9.89M Buy
243,453
+2,693
+1% +$106K 0.02% 640
2021
Q1 		$8.99M Sell
240,760
-68,704
-22% -$2.54M 0.02% 629
2020
Q4 		$11.3M Sell
309,464
-71,687
-19% -$2.49M 0.02% 560
2020
Q3 		$12.7M Buy
+381,151
New +$12.5M 0.03% 488

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Truist Financial's NTSX Position: Q2 2023 in Review

Truist Financial sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2023, closing a stake of 11,407 shares — an estimated $400K sold.

Truist Financial first reported a position in NTSX in Q3 2020 and held it in 11 quarters. The position peaked at $12.7M in Q3 2020. 65 funds tracked by Wall St. Rank hold NTSX as of Q2 2023.

  • Truist Financial reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 11,407 WisdomTree US Efficient Core Fund shares in Q2 2023, an estimated $400K.
  • Truist Financial first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and held it in 11 quarters.
  • Truist Financial's WisdomTree US Efficient Core Fund position peaked at $12.7M in Q3 2020.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.