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 Q3	$708K	Sell	11,814 -2,136	-15%	-$127K	0.06%	295
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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Accurate Wealth Management's NTSX Position: Q3 2026 in Review

Accurate Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 15% in Q3 2026, selling an estimated $127K and leaving 11,814 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #295.

Accurate Wealth Management first reported a position in NTSX in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.38M in Q3 2024. 60 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Accurate Wealth Management held 11,814 shares of WisdomTree US Efficient Core Fund worth $708K as of Q3 2026.
Accurate Wealth Management sold 2,136 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $127K.
WisdomTree US Efficient Core Fund made up 0.06% of Accurate Wealth Management's portfolio in Q3 2026, its #295 holding.
Accurate Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and has held it in 10 quarters since.
Accurate Wealth Management's WisdomTree US Efficient Core Fund position peaked at $4.38M in Q3 2024.
60 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.