FFA
NTSX icon

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
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 $2.07B 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

Frazier Financial Advisors's NTSX Position: Q1 2026 in Review

Frazier Financial Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 527% in Q1 2026, buying an estimated $20.1K and bringing the position to 439 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Frazier Financial Advisors first reported a position in NTSX in Q4 2023 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Frazier Financial Advisors held 439 shares of WisdomTree US Efficient Core Fund worth $22.9K as of Q1 2026.
  • Frazier Financial Advisors bought 369 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $20.1K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #297 holding.
  • Frazier Financial Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 10 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.