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NWF Advisory Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

NWF Advisory Services’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
2025
Q4 		– Sell
-5,768
Closed -$311K – 430
2025
Q3 		$311K Sell
5,768
-4,982
-46% -$258K 0.03% 291
2025
Q2 		$538K Buy
+10,750
New +$497K 0.06% 197
2024
Q4 		– Sell
-11,643
Closed -$547K – 376
2024
Q3 		$547K Buy
11,643
+32
+0.3% +$1.44K 0.08% 154
2024
Q2 		$510K Sell
11,611
-1,020
-8% -$43.1K 0.08% 152
2024
Q1 		$533K Buy
+12,631
New +$515K 0.09% 154

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM

NWF Advisory Services's NTSX Position: Q4 2025 in Review

NWF Advisory Services sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2025, closing a stake of 5,768 shares — an estimated $311K sold.

NWF Advisory Services first reported a position in NTSX in Q1 2024 and held it in 5 quarters. The position peaked at $547K in Q3 2024. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

  • NWF Advisory Services reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
  • NWF Advisory Services sold 5,768 WisdomTree US Efficient Core Fund shares in Q4 2025, an estimated $311K.
  • NWF Advisory Services first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and held it in 5 quarters.
  • NWF Advisory Services's WisdomTree US Efficient Core Fund position peaked at $547K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.