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Wick Capital Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wick Capital Partners’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
Q4 		– Sell
-12,609
Closed -$386K – 62
2022
Q3 		$386K Sell
12,609
-3,728
-23% -$130K 0.25% 33
2022
Q2 		$545K Buy
+16,337
New +$589K 0.38% 26

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wick Capital Partners's NTSX Position: Q4 2022 in Review

Wick Capital Partners sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2022, closing a stake of 12,609 shares — an estimated $386K sold.

Wick Capital Partners first reported a position in NTSX in Q2 2022 and held it in 2 quarters. The position peaked at $545K in Q2 2022. 73 funds tracked by Wall St. Rank hold NTSX as of Q4 2022.

  • Wick Capital Partners reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2022 after selling out during the quarter.
  • Wick Capital Partners sold 12,609 WisdomTree US Efficient Core Fund shares in Q4 2022, an estimated $386K.
  • Wick Capital Partners first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and held it in 2 quarters.
  • Wick Capital Partners's WisdomTree US Efficient Core Fund position peaked at $545K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2022.

Based on Wick Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.