Accurate Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Accurate Wealth 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
2026 Q2	$827K	Sell	13,950 -6,045	-30%	-$347K	0.08%	252
2026 Q1	$1.08M	Sell	19,995 -1,978	-9%	-$108K	0.13%	177
2025 Q4	$1.22M	Sell	21,973 -842	-4%	-$46K	0.16%	150
2025 Q3	$1.23M	Sell	22,815 -384	-2%	-$19.9K	0.16%	140
2025 Q2	$1.17M	Sell	23,199 -2,967	-11%	-$137K	0.18%	130
2025 Q1	$1.13M	Sell	26,166 -63,530	-71%	-$3M	0.22%	107
2024 Q4	$4.13M	Sell	89,696 -3,454	-4%	-$164K	0.79%	24
2024 Q3	$4.38M	Buy	93,150 +34,885	+60%	+$1.57M	0.88%	21
2024 Q2	$2.65M	Buy	+58,265	New	+$2.46M	0.63%	46

Other funds holding NTSX

HHGA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Accurate Wealth Management's NTSX Position: Q2 2026 in Review

Accurate Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 30% in Q2 2026, selling an estimated $347K and leaving 13,950 shares worth $827K. The position accounts for 0.08% of the portfolio, ranked #252.

Accurate Wealth Management first reported a position in NTSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.38M in Q3 2024. 48 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Accurate Wealth Management held 13,950 shares of WisdomTree US Efficient Core Fund worth $827K as of Q2 2026.
Accurate Wealth Management sold 6,045 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $347K.
WisdomTree US Efficient Core Fund made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #252 holding.
Accurate Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and has held it in 9 quarters since.
Accurate Wealth Management's WisdomTree US Efficient Core Fund position peaked at $4.38M in Q3 2024.
48 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.