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Whitegate Investment Counselors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Whitegate Investment Counselors’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
-6,576
Closed -$266K – 63
2022
Q1 		$266K Buy
6,576
+1,158
+21% +$47.2K 0.08% 54
2021
Q4 		$240K Buy
+5,418
New +$234K 0.07% 56

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
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
LPL Financial
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

Whitegate Investment Counselors's NTSX Position: Q2 2022 in Review

Whitegate Investment Counselors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 6,576 shares — an estimated $266K sold.

Whitegate Investment Counselors first reported a position in NTSX in Q4 2021 and held it in 2 quarters. The position peaked at $266K in Q1 2022. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

  • Whitegate Investment Counselors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
  • Whitegate Investment Counselors sold 6,576 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $266K.
  • Whitegate Investment Counselors first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 2 quarters.
  • Whitegate Investment Counselors's WisdomTree US Efficient Core Fund position peaked at $266K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on Whitegate Investment Counselors's 13F filing for Q2 2022, filed 28 Jul 2022.