J.W. Cole Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

J.W. Cole 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	$299K	Buy	5,059 +11	+0.2%	+$632	0.01%	1274
2026 Q1	$263K	Sell	5,048 -1,868	-27%	-$102K	0.01%	663
2025 Q4	$379K	Buy	6,916 +18	+0.3%	+$984	0.01%	994
2025 Q3	$372K	Buy	6,898 +18	+0.3%	+$932	0.01%	1117
2025 Q2	$344K	Buy	6,880 +19	+0.3%	+$878	0.01%	1071
2025 Q1	$311K	Sell	6,861 -2,529	-27%	-$119K	0.01%	941
2024 Q4	$438K	Sell	9,390 -117	-1%	-$5.55K	0.02%	644
2024 Q3	$447K	Buy	9,507 +16	+0.2%	+$722	0.02%	637
2024 Q2	$417K	Sell	9,491 -1,327	-12%	-$56.1K	0.02%	576
2024 Q1	$457K	Buy	+10,818	New	+$441K	0.02%	557

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

J.W. Cole Advisors's NTSX Position: Q2 2026 in Review

J.W. Cole Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.22% in Q2 2026, buying an estimated $632 and bringing the position to 5,059 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1274.

J.W. Cole Advisors first reported a position in NTSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $457K in Q1 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

J.W. Cole Advisors held 5,059 shares of WisdomTree US Efficient Core Fund worth $299K as of Q2 2026.
J.W. Cole Advisors bought 11 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $632.
WisdomTree US Efficient Core Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1274 holding.
J.W. Cole Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and has held it in 10 quarters since.
J.W. Cole Advisors's WisdomTree US Efficient Core Fund position peaked at $457K in Q1 2024.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.