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Wisdomtree Tr shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (NTSI) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 8.4k 35.68
2023-09-30 $269k 8.4k 31.88
2023-06-30 $290k 8.4k 34.37
2023-03-31 $267k 8.4k 31.65
2022-12-31 $229k 8.4k 27.14
2022-09-30 $229k 8.4k 27.14

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of New York Mellon Corporation (BK)

View all positions for Efficient Wealth Management

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
WJ Interests
CWM
Wealthcare Advisory Partners
Professional Financial Advisors
Citadel Advisors
AQR Capital Management
Fermata Advisors
Commonwealth Equity Services
Jane Street
Advisor Group Holdings
Efficient Wealth Management
Cardiff Park Advisors
UBS Group

View all funds holding Wisdomtree Tr