Merit Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Merit Financial Group’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	$758K	Buy	12,845 +35	+0.3%	+$2.01K	﹤0.01%	1240
2026 Q1	$668K	Buy	12,810 +37	+0.3%	+$2.02K	0.01%	1195
2025 Q4	$700K	Buy	12,773 +38	+0.3%	+$2.08K	0.01%	1106
2025 Q3	$687K	Buy	12,735 +40	+0.3%	+$2.07K	0.01%	1017
2025 Q2	$635K	Buy	+12,695	New	+$587K	0.01%	987

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

Merit Financial Group's NTSX Position: Q2 2026 in Review

Merit Financial Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.27% in Q2 2026, buying an estimated $2.01K and bringing the position to 12,845 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Merit Financial Group first reported a position in NTSX in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Merit Financial Group held 12,845 shares of WisdomTree US Efficient Core Fund worth $758K as of Q2 2026.
Merit Financial Group bought 35 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $2.01K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1240 holding.
Merit Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.