NewEdge Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

NewEdge 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	$865K	Sell	14,641 -1,867	-11%	-$107K	﹤0.01%	1755
2026 Q1	$861K	Sell	16,508 -9,826	-37%	-$536K	﹤0.01%	1594
2025 Q4	$1.44M	Buy	26,334 +11,421	+77%	+$624K	0.01%	1252
2025 Q3	$804K	Sell	14,913 -1,180	-7%	-$61.1K	﹤0.01%	1533
2025 Q2	$806K	Sell	16,093 -2,639	-14%	-$122K	﹤0.01%	1413
2025 Q1	$849K	Sell	18,732 -2,328	-11%	-$110K	0.01%	1274
2024 Q4	$983K	Buy	+21,060	New	+$999K	0.01%	1171

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

NewEdge Advisors's NTSX Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 11% in Q2 2026, selling an estimated $107K and leaving 14,641 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

NewEdge Advisors first reported a position in NTSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

NewEdge Advisors held 14,641 shares of WisdomTree US Efficient Core Fund worth $865K as of Q2 2026.
NewEdge Advisors sold 1,867 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $107K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1755 holding.
NewEdge Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 7 quarters since.
NewEdge Advisors's WisdomTree US Efficient Core Fund position peaked at $1.44M in Q4 2025.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.