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World Investment Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

World Investment 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
2021
Q3 		– Sell
-11,524
Closed -$468K – 262
2021
Q2 		$468K Buy
+11,524
New +$453K 0.11% 130

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Investment Advisors's NTSX Position: Q3 2021 in Review

World Investment Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2021, closing a stake of 11,524 shares — an estimated $468K sold.

World Investment Advisors first reported a position in NTSX in Q2 2021 and held it in 1 quarter. The position peaked at $468K in Q2 2021. 48 funds tracked by Wall St. Rank hold NTSX as of Q3 2021.

  • World Investment Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2021 after selling out during the quarter.
  • World Investment Advisors sold 11,524 WisdomTree US Efficient Core Fund shares in Q3 2021, an estimated $468K.
  • World Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and held it in 1 quarter.
  • World Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $468K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2021.

Based on World Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.