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Drive Wealth Management’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Drive Wealth Management’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
Q2 		$1.09M Sell
22,493
-812
-3% -$37.2K 0.19% 90
2026
Q1 		$926K Buy
23,305
+2,852
+14% +$117K 0.2% 93
2025
Q4 		$772K Buy
20,453
+1,984
+11% +$74.2K 0.15% 113
2025
Q3 		$669K Buy
18,469
+987
+6% +$34.1K 0.14% 121
2025
Q2 		$580K Sell
17,482
-2,982
-15% -$91.7K 0.13% 143
2025
Q1 		$614K Sell
20,464
-1,293
-6% -$38.4K 0.14% 120
2024
Q4 		$624K Sell
21,757
-83
-0.4% -$2.53K 0.15% 110
2024
Q3 		$703K Buy
21,840
+120
+0.6% +$3.64K 0.18% 101
2024
Q2 		$640K Buy
21,720
+1,946
+10% +$55.9K 0.17% 103
2024
Q1 		$559K Buy
19,774
+3,209
+19% +$88.8K 0.16% 115
2023
Q4 		$469K Sell
16,565
-1,886
-10% -$49.7K 0.15% 125
2023
Q3 		$475K Sell
18,451
-1,613
-8% -$44.4K 0.17% 116
2023
Q2 		$559K Buy
20,064
+2,481
+14% +$69.1K 0.21% 102
2023
Q1 		$493K Buy
17,583
+7,487
+74% +$211K 0.21% 119
2022
Q4 		$268K Buy
+10,096
New +$258K 0.13% 176

Other funds holding NTSE

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Drive Wealth Management's NTSE Position: Q2 2026 in Review

Drive Wealth Management reduced its WisdomTree Emerging Markets Efficient Core Fund (NTSE) stake by 3.5% in Q2 2026, selling an estimated $37.2K and leaving 22,493 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #90.

Drive Wealth Management first reported a position in NTSE in Q4 2022 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

  • Drive Wealth Management held 22,493 shares of WisdomTree Emerging Markets Efficient Core Fund worth $1.09M as of Q2 2026.
  • Drive Wealth Management sold 812 WisdomTree Emerging Markets Efficient Core Fund shares in Q2 2026, an estimated $37.2K.
  • WisdomTree Emerging Markets Efficient Core Fund made up 0.19% of Drive Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Drive Wealth Management first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q4 2022 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.