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

Barnes Wealth Management Group’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	$301K	Buy	5,102 +67	+1%	+$3.85K	0.14%	144
2026 Q1	$263K	Sell	5,035 -3,030	-38%	-$165K	0.13%	150
2025 Q4	$442K	Buy	8,065 +914	+13%	+$50K	0.24%	93
2025 Q3	$386K	Buy	7,151 +3	+0%	+$155	0.21%	104
2025 Q2	$358K	Buy	7,148 +1,306	+22%	+$60.4K	0.21%	104
2025 Q1	$265K	Buy	5,842 +1,029	+21%	+$48.6K	0.17%	116
2024 Q4	$225K	Buy	+4,813	New	+$228K	0.15%	126

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

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

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barnes Wealth Management Group's NTSX Position: Q2 2026 in Review

Barnes Wealth Management Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.3% in Q2 2026, buying an estimated $3.85K and bringing the position to 5,102 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #144.

Barnes Wealth Management Group first reported a position in NTSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Barnes Wealth Management Group held 5,102 shares of WisdomTree US Efficient Core Fund worth $301K as of Q2 2026.
Barnes Wealth Management Group bought 67 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $3.85K.
WisdomTree US Efficient Core Fund made up 0.14% of Barnes Wealth Management Group's portfolio in Q2 2026, its #144 holding.
Barnes Wealth Management Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's WisdomTree US Efficient Core Fund position peaked at $442K in Q4 2025.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.