Flagship Harbor Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Flagship Harbor 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	$219K	Buy	+3,715	New	+$213K	0.01%	712
2026 Q1	–	Sell	-4,015	Closed	-$220K	–	1675
2025 Q4	$220K	Hold	4,015	–	–	0.01%	639
2025 Q3	$216K	Buy	+4,015	New	+$208K	0.01%	750
2024 Q1	–	Sell	-7,613	Closed	-$299K	–	703
2023 Q4	$299K	Buy	7,613 +250	+3%	+$9.12K	0.02%	493
2023 Q3	$257K	Hold	7,363	–	–	0.02%	517
2023 Q2	$273K	Hold	7,363	–	–	0.02%	499
2023 Q1	$258K	Sell	7,363 -1,450	-16%	-$49.3K	0.02%	525
2022 Q4	$286K	Sell	8,813 -1,000	-10%	-$32.7K	0.03%	472
2022 Q3	$300K	Hold	9,813	–	–	0.03%	439
2022 Q2	$327K	Hold	9,813	–	–	0.04%	433
2022 Q1	$398K	Buy	9,813 +763	+8%	+$31.1K	0.04%	408
2021 Q4	$401K	Buy	+9,050	New	+$391K	0.04%	421

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

Flagship Harbor Advisors's NTSX Position: Q2 2026 in Review

Flagship Harbor Advisors opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 3,715 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Flagship Harbor Advisors previously reported a position in NTSX as recently as Q4 2025.

Flagship Harbor Advisors first reported a position in NTSX in Q4 2021 and has held it in 12 quarters since. The position peaked at $401K in Q4 2021. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Flagship Harbor Advisors held 3,715 shares of WisdomTree US Efficient Core Fund worth $219K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new Flagship Harbor Advisors position in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.01% of Flagship Harbor Advisors's portfolio in Q2 2026, its #712 holding.
Flagship Harbor Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and has held it in 12 quarters since.
Flagship Harbor Advisors's WisdomTree US Efficient Core Fund position peaked at $401K in Q4 2021.
113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.