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Halbert Hargrove Global Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Halbert Hargrove Global 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 		$316M Sell
5,356,465
-60,631
-1% -$3.48M 13.68% 2
2026
Q1 		$283M Sell
5,417,096
-24,053
-0.4% -$1.31M 13.63% 2
2025
Q4 		$298M Sell
5,441,149
-38,274
-0.7% -$2.09M 14.16% 2
2025
Q3 		$295M Sell
5,479,423
-523,095
-9% -$27.1M 14.34% 2
2025
Q2 		$300M Sell
6,002,518
-16,094
-0.3% -$744K 15.67% 2
2025
Q1 		$273M Sell
6,018,612
-65,394
-1% -$3.09M 15.41% 2
2024
Q4 		$284M Sell
6,084,006
-29,045
-0.5% -$1.38M 15.78% 2
2024
Q3 		$287M Buy
6,113,051
+18,869
+0.3% +$852K 15.75% 2
2024
Q2 		$268M Buy
6,094,182
+118,215
+2% +$4.99M 15.52% 2
2024
Q1 		$252M Sell
5,975,967
-17,459
-0.3% -$712K 16.51% 1
2023
Q4 		$236M Sell
5,993,426
-42,763
-0.7% -$1.56M 16.18% 1
2023
Q3 		$211M Buy
6,036,189
+14,722
+0.2% +$542K 15.74% 2
2023
Q2 		$223M Buy
6,021,467
+62,285
+1% +$2.22M 16.29% 2
2023
Q1 		$209M Buy
5,959,182
+21,301
+0.4% +$724K 14.15% 2
2022
Q4 		$193M Buy
5,937,881
+808,569
+16% +$26.4M 13.77% 2
2022
Q3 		$157M Buy
5,129,312
+50,495
+1% +$1.76M 12.12% 2
2022
Q2 		$169M Sell
5,078,817
-155,216
-3% -$5.6M 12.55% 2
2022
Q1 		$212M Sell
5,234,033
-263,390
-5% -$10.7M 13.99% 2
2021
Q4 		$244M Sell
5,497,423
-1,019,060
-16% -$44M 15.5% 1
2021
Q3 		$265M Sell
6,516,483
-102,928
-2% -$4.33M 18.45% 1
2021
Q2 		$269M Buy
6,619,411
+16,654
+0.3% +$655K 17.66% 1
2021
Q1 		$246M Buy
6,602,757
+80,038
+1% +$2.96M 17.72% 1
2020
Q4 		$239M Sell
6,522,719
-348,354
-5% -$12.1M 18.09% 1
2020
Q3 		$229M Buy
6,871,073
+1,678,625
+32% +$55.1M 21.96% 1
2020
Q2 		$159M Buy
5,192,448
+2,632,374
+103% +$76.3M 23.32% 1
2020
Q1 		$65.9M Buy
+2,560,074
New +$74M 11.51% 4

Other funds holding NTSX

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's NTSX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1.1% in Q2 2026, selling an estimated $3.48M and leaving 5,356,465 shares worth $316M. The position accounts for 13.68% of the portfolio, ranked #2.

Halbert Hargrove Global Advisors first reported a position in NTSX in Q1 2020 and has held it in 26 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5,356,465 shares of WisdomTree US Efficient Core Fund worth $316M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 60,631 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $3.48M.
  • WisdomTree US Efficient Core Fund made up 13.68% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #2 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and has held it in 26 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.