Frazier Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Frazier Financial 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	$25.9K	Hold	439	–	–	0.01%	268
2026 Q1	$22.9K	Buy	439 +369	+527%	+$20.1K	0.01%	297
2025 Q4	$3.84K	Hold	70	–	–	﹤0.01%	500
2025 Q3	$3.77K	Hold	70	–	–	﹤0.01%	485
2025 Q2	$3.5K	Hold	70	–	–	﹤0.01%	498
2025 Q1	$3.17K	Hold	70	–	–	﹤0.01%	477
2024 Q4	$3.3K	Hold	70	–	–	﹤0.01%	484
2024 Q3	$3.29K	Hold	70	–	–	﹤0.01%	621
2024 Q2	$3.07K	Hold	70	–	–	﹤0.01%	733
2024 Q1	$2.96K	Hold	70	–	–	﹤0.01%	710
2023 Q4	$2.75K	Buy	+70	New	+$2.55K	﹤0.01%	633

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

Frazier Financial Advisors's NTSX Position: Q2 2026 in Review

Frazier Financial Advisors held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 439 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #268.

Frazier Financial Advisors first reported a position in NTSX in Q4 2023 and has held it in 11 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Frazier Financial Advisors held 439 shares of WisdomTree US Efficient Core Fund worth $25.9K as of Q2 2026.
Frazier Financial Advisors left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #268 holding.
Frazier Financial Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 11 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.