Cardiff Park Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Cardiff Park Advisors’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	–	Sell	-4,042	Closed	-$211K	–	385
2026 Q1	$211K	Hold	4,042	–	–	0.02%	275
2025 Q4	$222K	Hold	4,042	–	–	0.02%	250
2025 Q3	$218K	Hold	4,042	–	–	0.02%	277
2025 Q2	$202K	Hold	4,042	–	–	0.02%	258
2025 Q1	$183K	Hold	4,042	–	–	0.02%	262
2024 Q4	$189K	Hold	4,042	–	–	0.02%	259
2024 Q3	$190K	Hold	4,042	–	–	0.02%	256
2024 Q2	$177K	Buy	4,042 +42	+1%	+$1.77K	0.02%	247
2024 Q1	$169K	Sell	4,000 -87	-2%	-$3.55K	0.02%	266
2023 Q4	$161K	Buy	+4,087	New	+$149K	0.02%	245

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

Cardiff Park Advisors's NTSX Position: Q2 2026 in Review

Cardiff Park Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2026, closing a stake of 4,042 shares — an estimated $211K sold.

Cardiff Park Advisors first reported a position in NTSX in Q4 2023 and held it in 10 quarters. The position peaked at $222K in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Cardiff Park Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 4,042 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $211K.
Cardiff Park Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and held it in 10 quarters.
Cardiff Park Advisors's WisdomTree US Efficient Core Fund position peaked at $222K in Q4 2025.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.