Insight Wealth Strategies’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Insight Wealth Strategies’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	$2.3M	Buy	39,051 +1,482	+4%	+$85.1K	0.22%	89
2026 Q1	$1.96M	Buy	37,569 +991	+3%	+$54.1K	0.22%	98
2025 Q4	$2M	Buy	36,578 +3,026	+9%	+$165K	0.23%	96
2025 Q3	$1.81M	Buy	33,552 +2,459	+8%	+$127K	0.21%	96
2025 Q2	$1.55M	Sell	31,093 -1,700	-5%	-$78.6K	0.2%	96
2025 Q1	$1.49M	Buy	32,793 +59	+0.2%	+$2.79K	0.2%	100
2024 Q4	$1.53M	Buy	32,734 +3,943	+14%	+$187K	0.21%	100
2024 Q3	$1.35M	Sell	28,791 -436	-1%	-$19.7K	0.18%	109
2024 Q2	$1.28M	Buy	29,227 +670	+2%	+$28.3K	0.18%	112
2024 Q1	$1.21M	Sell	28,557 -735	-3%	-$30K	0.18%	115
2023 Q4	$1.15M	Buy	29,292 +1,314	+5%	+$47.9K	0.19%	111
2023 Q3	$978K	Buy	27,978 +1,704	+6%	+$62.7K	0.19%	99
2023 Q2	$974K	Sell	26,274 -686	-3%	-$24.5K	0.19%	93
2023 Q1	$945K	Buy	26,960 +814	+3%	+$27.7K	0.19%	93
2022 Q4	$848K	Sell	26,146 -1,021	-4%	-$33.4K	0.16%	97
2022 Q3	$906K	Hold	27,167	–	–	0.17%	99
2022 Q2	$906K	Sell	27,167 -247	-0.9%	-$8.91K	0.17%	99
2022 Q1	$1.11M	Buy	27,414 +1,725	+7%	+$70.3K	0.16%	99
2021 Q4	$1.14M	Sell	25,689 -127	-0.5%	-$5.49K	0.16%	93
2021 Q3	$1.05M	Sell	25,816 -1,003	-4%	-$42.2K	0.15%	92
2021 Q2	$1.09M	Sell	26,819 -3,258	-11%	-$128K	0.15%	87
2021 Q1	$1.12M	Sell	30,077 -8,014	-21%	-$297K	0.15%	91
2020 Q4	$1.39M	Buy	38,091 +7,023	+23%	+$244K	0.24%	61
2020 Q3	$1.03M	Buy	31,068 +4,891	+19%	+$160K	0.19%	57
2020 Q2	$800K	Buy	26,177 +7,656	+41%	+$222K	0.18%	56
2020 Q1	$477K	Buy	+18,521	New	+$535K	0.13%	76
2019 Q4	–	Sell	-16,115	Closed	-$449K	–	207
2019 Q3	$449K	Buy	+16,115	New	+$445K	0.11%	124

Other funds holding NTSX

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Insight Wealth Strategies's NTSX Position: Q2 2026 in Review

Insight Wealth Strategies increased its WisdomTree US Efficient Core Fund (NTSX) stake by 3.9% in Q2 2026, buying an estimated $85.1K and bringing the position to 39,051 shares worth $2.3M. The position accounts for 0.22% of the portfolio, ranked #89.

Insight Wealth Strategies first reported a position in NTSX in Q3 2019 and has held it in 27 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Insight Wealth Strategies held 39,051 shares of WisdomTree US Efficient Core Fund worth $2.3M as of Q2 2026.
Insight Wealth Strategies bought 1,482 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $85.1K.
WisdomTree US Efficient Core Fund made up 0.22% of Insight Wealth Strategies's portfolio in Q2 2026, its #89 holding.
Insight Wealth Strategies first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 27 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.