Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Commonwealth Equity Services’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 		$2.63M Sell
50,456
-579
-1% -$31.6K ﹤0.01% 1785
2025
Q4 		$2.8M Sell
51,035
-873
-2% -$47.7K ﹤0.01% 1736
2025
Q3 		$2.8M Sell
51,908
-3,425
-6% -$177K ﹤0.01% 1755
2025
Q2 		$2.77M Sell
55,333
-4,421
-7% -$204K ﹤0.01% 1750
2025
Q1 		$2.71M Sell
59,754
-789
-1% -$37.2K ﹤0.01% 1700
2024
Q4 		$2.83M Sell
60,543
-39,766
-40% -$1.89M ﹤0.01% 1629
2024
Q3 		$4.71M Sell
100,309
-14,220
-12% -$642K 0.01% 1256
2024
Q2 		$5.03M Sell
114,529
-104,226
-48% -$4.4M 0.01% 1196
2024
Q1 		$9.24M Buy
218,755
+4,325
+2% +$176K 0.02% 823
2023
Q4 		$8.43M Buy
214,430
+167,964
+361% +$6.13M 0.02% 815
2023
Q3 		$1.62M Buy
46,466
+11,228
+32% +$413K ﹤0.01% 1749
2023
Q2 		$1.31M Buy
35,238
+527
+2% +$18.8K ﹤0.01% 1908
2023
Q1 		$1.22K Sell
34,711
-4,769
-12% -$162K ﹤0.01% 1902
2022
Q4 		$1.28M Buy
39,480
+12,834
+48% +$419K ﹤0.01% 1796
2022
Q3 		$814K Buy
26,646
+2,020
+8% +$70.3K ﹤0.01% 2046
2022
Q2 		$821K Buy
24,626
+8,104
+49% +$292K ﹤0.01% 2054
2022
Q1 		$669K Buy
16,522
+294
+2% +$12K ﹤0.01% 2300
2021
Q4 		$719K Buy
16,228
+6,202
+62% +$268K ﹤0.01% 2236
2021
Q3 		$408K Sell
10,026
-2,068
-17% -$86.9K ﹤0.01% 2632
2021
Q2 		$491K Buy
12,094
+584
+5% +$23K ﹤0.01% 2486
2021
Q1 		$429K Sell
11,510
-546
-5% -$20.2K ﹤0.01% 2455
2020
Q4 		$441K Buy
+12,056
New +$420K ﹤0.01% 2241

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
Cetera Investment Advisers
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's NTSX Position: Q1 2026 in Review

Commonwealth Equity Services reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1.1% in Q1 2026, selling an estimated $31.6K and leaving 50,456 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Commonwealth Equity Services first reported a position in NTSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.24M in Q1 2024. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Commonwealth Equity Services held 50,456 shares of WisdomTree US Efficient Core Fund worth $2.63M as of Q1 2026.
  • Commonwealth Equity Services sold 579 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $31.6K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1785 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 22 quarters since.
  • Commonwealth Equity Services's WisdomTree US Efficient Core Fund position peaked at $9.24M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.