BWP
NTSX icon

Baldwin Wealth Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Baldwin Wealth 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
2025
Q1 		– Sell
-5,287
Closed -$247K – 239
2024
Q4 		$247K Sell
5,287
-40,520
-88% -$1.92M 0.02% 207
2024
Q3 		$2.15M Buy
+45,807
New +$2.07M 0.15% 84

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldwin Wealth Partners's NTSX Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2025, closing a stake of 5,287 shares — an estimated $247K sold.

Baldwin Wealth Partners first reported a position in NTSX in Q3 2024 and held it in 2 quarters. The position peaked at $2.15M in Q3 2024. 90 funds tracked by Wall St. Rank hold NTSX as of Q1 2025.

  • Baldwin Wealth Partners reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5,287 WisdomTree US Efficient Core Fund shares in Q1 2025, an estimated $247K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US Efficient Core Fund in Q3 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's WisdomTree US Efficient Core Fund position peaked at $2.15M in Q3 2024.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.