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Ogorek Anthony Joseph’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Ogorek Anthony Joseph’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
Q2 		– Sell
-227
Closed -$10K – 672
2025
Q1 		$10K Buy
227
+1
+0.4% +$47 ﹤0.01% 371
2024
Q4 		$10K Sell
226
-3,579
-94% -$170K ﹤0.01% 223
2024
Q3 		$178K Sell
3,805
-2,753
-42% -$124K 0.06% 62
2024
Q2 		$287K Sell
6,558
-647
-9% -$27.3K 0.1% 52
2024
Q1 		$304K Buy
7,205
+16
+0.2% +$653 0.11% 51
2023
Q4 		$282K Sell
7,189
-999
-12% -$36.4K 0.1% 52
2023
Q3 		$286K Sell
8,188
-266,226
-97% -$9.79M 0.11% 70
2023
Q2 		$10.2M Buy
274,414
+23,943
+10% +$854K 3.9% 6
2023
Q1 		$8.78M Buy
250,471
+491
+0.2% +$16.7K 3.59% 7
2022
Q4 		$8.11M Sell
249,980
-1,181
-0.5% -$38.6K 3.53% 8
2022
Q3 		$7.68M Buy
251,161
+3,562
+1% +$124K 3.65% 9
2022
Q2 		$8.25M Sell
247,599
-5,150
-2% -$186K 3.79% 9
2022
Q1 		$10.2M Buy
252,749
+241,068
+2,064% +$9.82M 4.2% 10
2021
Q4 		$517K Buy
+11,681
New +$505K 0.22% 38

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ogorek Anthony Joseph's NTSX Position: Q2 2025 in Review

Ogorek Anthony Joseph sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2025, closing a stake of 227 shares — an estimated $10K sold.

Ogorek Anthony Joseph first reported a position in NTSX in Q4 2021 and held it in 14 quarters. The position peaked at $10.2M in Q1 2022. 98 funds tracked by Wall St. Rank hold NTSX as of Q2 2025.

  • Ogorek Anthony Joseph reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 227 WisdomTree US Efficient Core Fund shares in Q2 2025, an estimated $10K.
  • Ogorek Anthony Joseph first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 14 quarters.
  • Ogorek Anthony Joseph's WisdomTree US Efficient Core Fund position peaked at $10.2M in Q1 2022.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2025, filed 8 Aug 2025.