Ausdal Financial Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Ausdal Financial Partners’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 Q1	$1.5M	Buy	28,842 +1,140	+4%	+$62.2K	0.07%	284
2025 Q4	$1.52M	Sell	27,702 -900	-3%	-$49.2K	0.07%	271
2025 Q3	$1.54M	Sell	28,602 -2,814	-9%	-$146K	0.07%	264
2025 Q2	$1.57M	Buy	31,416 +635	+2%	+$29.4K	0.1%	193
2025 Q1	$1.39M	Buy	30,781 +1,446	+5%	+$68.3K	0.11%	191
2024 Q4	$1.37M	Sell	29,335 -473	-2%	-$22.4K	0.12%	172
2024 Q3	$1.4M	Buy	29,808 +7,535	+34%	+$340K	0.15%	146
2024 Q2	$978K	Buy	+22,273	New	+$941K	0.1%	187

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ausdal Financial Partners's NTSX Position: Q1 2026 in Review

Ausdal Financial Partners increased its WisdomTree US Efficient Core Fund (NTSX) stake by 4.1% in Q1 2026, buying an estimated $62.2K and bringing the position to 28,842 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #284.

Ausdal Financial Partners first reported a position in NTSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Ausdal Financial Partners held 28,842 shares of WisdomTree US Efficient Core Fund worth $1.5M as of Q1 2026.
Ausdal Financial Partners bought 1,140 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $62.2K.
WisdomTree US Efficient Core Fund made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #284 holding.
Ausdal Financial Partners first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and has held it in 8 quarters since.
Ausdal Financial Partners's WisdomTree US Efficient Core Fund position peaked at $1.57M in Q2 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.