Wilbanks Smith & Thomas Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-73,522	Closed	-$2.69M	–	504
2022 Q1	$2.69M	Sell	73,522 -71,266	-49%	-$2.9M	0.11%	131
2021 Q4	$6.42M	Sell	144,788 -4,331	-3%	-$187K	0.22%	101
2021 Q3	$6.08M	Sell	149,119 -8,562	-5%	-$360K	0.24%	97
2021 Q2	$6.41M	Buy	+157,681	New	+$6.2M	0.25%	91

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $259M AUM 19.62% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 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

Wilbanks Smith & Thomas Asset Management's NTSX Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2022, closing a stake of 73,522 shares — an estimated $2.69M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NTSX in Q2 2021 and held it in 4 quarters. The position peaked at $6.42M in Q4 2021. 69 funds tracked by Wall St. Rank hold NTSX as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 73,522 WisdomTree US Efficient Core Fund shares in Q2 2022, an estimated $2.69M.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's WisdomTree US Efficient Core Fund position peaked at $6.42M in Q4 2021.
69 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.