Cardiff Park Advisors’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Cardiff Park Advisors’s Portfolio NTSE Stock Details NTSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74K	Hold	1,861	–	–	0.01%	326
2025 Q4	$70.2K	Hold	1,861	–	–	0.01%	312
2025 Q3	$67.4K	Hold	1,861	–	–	0.01%	330
2025 Q2	$61.8K	Hold	1,861	–	–	0.01%	305
2025 Q1	$55.9K	Hold	1,861	–	–	0.01%	304
2024 Q4	$53.4K	Hold	1,861	–	–	0.01%	298
2024 Q3	$59.9K	Hold	1,861	–	–	0.01%	295
2024 Q2	$54.8K	Buy	1,861 +58	+3%	+$1.67K	0.01%	289
2024 Q1	$51K	Buy	1,803 +23	+1%	+$636	﹤0.01%	309
2023 Q4	$50.4K	Buy	+1,780	New	+$46.9K	0.01%	285

Other funds holding NTSE

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return