Empirical Finance’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Empirical Finance’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
2024 Q4	–	Sell	-18,050	Closed	-$848K	–	514
2024 Q3	$848K	Buy	18,050 +2	+0%	+$90	0.05%	306
2024 Q2	$792K	Hold	18,048	–	–	0.05%	310
2024 Q1	$762K	Buy	18,048 +1	+0%	+$41	0.05%	325
2023 Q4	$709K	Buy	18,047 +2	+0%	+$73	0.05%	321
2023 Q3	$631K	Buy	18,045 +2	+0%	+$74	0.05%	328
2023 Q2	$669K	Buy	18,043 +1	+0%	+$36	0.05%	302
2023 Q1	$633K	Sell	18,042 -47,194	-72%	-$1.6M	0.06%	302
2022 Q4	$2.12M	Buy	+65,236	New	+$2.13M	0.22%	98

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

WAP

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empirical Finance's NTSX Position: Q4 2024 in Review

Empirical Finance sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2024, closing a stake of 18,050 shares — an estimated $848K sold.

Empirical Finance first reported a position in NTSX in Q4 2022 and held it in 8 quarters. The position peaked at $2.12M in Q4 2022. 88 funds tracked by Wall St. Rank hold NTSX as of Q4 2024.

Empirical Finance reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2024 after selling out during the quarter.
Empirical Finance sold 18,050 WisdomTree US Efficient Core Fund shares in Q4 2024, an estimated $848K.
Empirical Finance first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and held it in 8 quarters.
Empirical Finance's WisdomTree US Efficient Core Fund position peaked at $2.12M in Q4 2022.
88 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2024.

Based on Empirical Finance's 13F filing for Q4 2024, filed 28 Jan 2025.