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 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 $2.07B 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

Cardiff Park Advisors's NTSX Position: Q1 2026 in Review

Cardiff Park Advisors held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q1 2026 at 4,042 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #275.

Cardiff Park Advisors first reported a position in NTSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $222K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Cardiff Park Advisors held 4,042 shares of WisdomTree US Efficient Core Fund worth $211K as of Q1 2026.
Cardiff Park Advisors left its WisdomTree US Efficient Core Fund share count unchanged in Q1 2026.
WisdomTree US Efficient Core Fund made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #275 holding.
Cardiff Park Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 10 quarters since.
Cardiff Park Advisors's WisdomTree US Efficient Core Fund position peaked at $222K in Q4 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.