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OneDigital Investment Advisors’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

OneDigital Investment Advisors’s Portfolio NTSE Stock Details NTSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.52M Sell
175,369
-8,449
-5% -$388K 0.07% 217
2026
Q1 		$7.31M Buy
183,818
+3,506
+2% +$144K 0.07% 212
2025
Q4 		$6.8M Sell
180,312
-3,611
-2% -$135K 0.07% 221
2025
Q3 		$6.66M Sell
183,923
-16,773
-8% -$579K 0.07% 215
2025
Q2 		$6.66M Buy
200,696
+678
+0.3% +$20.8K 0.07% 206
2025
Q1 		$6M Buy
200,018
+9,434
+5% +$280K 0.07% 204
2024
Q4 		$5.47M Buy
190,584
+5,629
+3% +$172K 0.06% 225
2024
Q3 		$5.95M Buy
184,955
+6,315
+4% +$192K 0.07% 219
2024
Q2 		$5.26M Buy
178,640
+3,766
+2% +$108K 0.07% 224
2024
Q1 		$4.95M Buy
174,874
+1,906
+1% +$52.7K 0.08% 199
2023
Q4 		$4.9M Buy
172,968
+7,194
+4% +$190K 0.09% 186
2023
Q3 		$4.27M Buy
165,774
+15,046
+10% +$414K 0.09% 173
2023
Q2 		$4.2M Buy
150,728
+4,766
+3% +$133K 0.09% 170
2023
Q1 		$4.1M Buy
145,962
+29,742
+26% +$837K 0.1% 165
2022
Q4 		$3.08M Buy
116,220
+91,577
+372% +$2.34M 0.09% 185
2022
Q3 		$594K Buy
+24,643
New +$688K 0.02% 416

Other funds holding NTSE

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OneDigital Investment Advisors's NTSE Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree Emerging Markets Efficient Core Fund (NTSE) stake by 4.6% in Q2 2026, selling an estimated $388K and leaving 175,369 shares worth $8.52M. The position accounts for 0.07% of the portfolio, ranked #217.

OneDigital Investment Advisors first reported a position in NTSE in Q3 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

  • OneDigital Investment Advisors held 175,369 shares of WisdomTree Emerging Markets Efficient Core Fund worth $8.52M as of Q2 2026.
  • OneDigital Investment Advisors sold 8,449 WisdomTree Emerging Markets Efficient Core Fund shares in Q2 2026, an estimated $388K.
  • WisdomTree Emerging Markets Efficient Core Fund made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q3 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.