Golden State Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Golden State Wealth Management’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	$1.65M	Sell	27,944 -1,460	-5%	-$83.9K	0.15%	138
2026 Q1	$1.53M	Buy	29,404 +1,913	+7%	+$104K	0.17%	125
2025 Q4	$1.51M	Buy	27,491 +850	+3%	+$46.5K	0.16%	109
2025 Q3	$1.44M	Buy	26,641 +3,396	+15%	+$176K	0.16%	109
2025 Q2	$1.16M	Buy	23,245 +1,231	+6%	+$56.9K	0.14%	126
2025 Q1	$997K	Buy	22,014 +3,035	+16%	+$143K	0.15%	121
2024 Q4	$886K	Buy	+18,979	New	+$901K	0.13%	129

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

Golden State Wealth Management's NTSX Position: Q2 2026 in Review

Golden State Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 5% in Q2 2026, selling an estimated $83.9K and leaving 27,944 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #138.

Golden State Wealth Management first reported a position in NTSX in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Golden State Wealth Management held 27,944 shares of WisdomTree US Efficient Core Fund worth $1.65M as of Q2 2026.
Golden State Wealth Management sold 1,460 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $83.9K.
WisdomTree US Efficient Core Fund made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #138 holding.
Golden State Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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