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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 $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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.