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

OneDigital Investment 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 		$36.1M Buy
611,866
+1,886
+0.3% +$108K 0.3% 65
2026
Q1 		$31.8M Sell
609,980
-92,690
-13% -$5.06M 0.31% 65
2025
Q4 		$38.5M Sell
702,670
-1,293
-0.2% -$70.7K 0.38% 49
2025
Q3 		$38M Sell
703,963
-53,625
-7% -$2.78M 0.39% 48
2025
Q2 		$37.9M Buy
757,588
+1,857
+0.2% +$85.9K 0.42% 47
2025
Q1 		$34.2M Buy
755,731
+10,979
+1% +$518K 0.41% 49
2024
Q4 		$34.8M Buy
744,752
+12,047
+2% +$572K 0.4% 50
2024
Q3 		$34.4M Buy
732,705
+19,026
+3% +$859K 0.39% 51
2024
Q2 		$31.3M Buy
713,679
+8,880
+1% +$375K 0.39% 52
2024
Q1 		$29.8M Sell
704,799
-2,037
-0.3% -$83.1K 0.47% 47
2023
Q4 		$27.8M Sell
706,836
-28,318
-4% -$1.03M 0.49% 44
2023
Q3 		$25.7M Buy
735,154
+59,392
+9% +$2.19M 0.56% 41
2023
Q2 		$25.1M Sell
675,762
-7,791
-1% -$278K 0.55% 42
2023
Q1 		$24M Buy
683,553
+283,660
+71% +$9.64M 0.56% 42
2022
Q4 		$13M Buy
399,893
+303,388
+314% +$9.92M 0.38% 60
2022
Q3 		$2.95M Buy
+96,505
New +$3.36M 0.11% 136

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

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

OneDigital Investment Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.31% in Q2 2026, buying an estimated $108K and bringing the position to 611,866 shares worth $36.1M. The position accounts for 0.3% of the portfolio, ranked #65.

OneDigital Investment Advisors first reported a position in NTSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $38.5M in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • OneDigital Investment Advisors held 611,866 shares of WisdomTree US Efficient Core Fund worth $36.1M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,886 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $108K.
  • WisdomTree US Efficient Core Fund made up 0.3% of OneDigital Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2022 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $38.5M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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