V Wealth Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

V Wealth Advisors’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	-5,398	Closed	-$219K	–	446
2022 Q1	$219K	Sell	5,398 -897	-14%	-$36.6K	0.04%	408
2021 Q4	$279K	Buy	+6,295	New	+$272K	0.04%	366

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

V Wealth Advisors's NTSX Position: Q2 2022 in Review

V Wealth Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 5,398 shares — an estimated $219K sold.

V Wealth Advisors first reported a position in NTSX in Q4 2021 and held it in 2 quarters. The position peaked at $279K in Q4 2021. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

V Wealth Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 5,398 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $219K.
V Wealth Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 2 quarters.
V Wealth Advisors's WisdomTree US Efficient Core Fund position peaked at $279K in Q4 2021.
69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.