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Private Advisor Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Private Advisor Group’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 		$4.77M Sell
80,821
-4,034
-5% -$232K 0.02% 642
2026
Q1 		$4.43M Buy
84,855
+4,280
+5% +$233K 0.02% 701
2025
Q4 		$4.42M Sell
80,575
-215
-0.3% -$11.8K 0.02% 671
2025
Q3 		$4.36M Buy
80,790
+2,282
+3% +$118K 0.02% 683
2025
Q2 		$3.93M Buy
78,508
+2,768
+4% +$128K 0.02% 667
2025
Q1 		$3.43M Sell
75,740
-8,598
-10% -$406K 0.02% 673
2024
Q4 		$3.94M Sell
84,338
-1,374
-2% -$65.2K 0.02% 604
2024
Q3 		$4.03M Sell
85,712
-7,628
-8% -$344K 0.03% 611
2024
Q2 		$4.1M Sell
93,340
-222
-0.2% -$9.38K 0.03% 556
2024
Q1 		$3.95M Sell
93,562
-89,872
-49% -$3.67M 0.03% 543
2023
Q4 		$7.21M Buy
183,434
+20,008
+12% +$730K 0.06% 326
2023
Q3 		$5.71M Buy
163,426
+27,591
+20% +$1.02M 0.05% 354
2023
Q2 		$5.09M Buy
135,835
+22,892
+20% +$816K 0.04% 391
2023
Q1 		$3.96M Buy
112,943
+100,477
+806% +$3.42M 0.04% 460
2022
Q4 		$405 Sell
12,466
-2,092
-14% -$68.4K ﹤0.01% 1415
2022
Q3 		$445K Buy
14,558
+229
+2% +$7.97K 0.01% 1299
2022
Q2 		$478K Buy
14,329
+2,105
+17% +$76K ﹤0.01% 1437
2022
Q1 		$495K Buy
12,224
+721
+6% +$29.4K ﹤0.01% 1430
2021
Q4 		$510K Sell
11,503
-109,195
-90% -$4.72M ﹤0.01% 1437
2021
Q3 		$4.92M Buy
120,698
+34,481
+40% +$1.45M 0.03% 518
2021
Q2 		$3.5M Buy
86,217
+71,529
+487% +$2.81M 0.03% 535
2021
Q1 		$548K Buy
14,688
+3,273
+29% +$121K 0.01% 1258
2020
Q4 		$418K Sell
11,415
-9,167
-45% -$319K ﹤0.01% 1312
2020
Q3 		$685K Buy
+20,582
New +$675K 0.01% 943

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Private Advisor Group's NTSX Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 4.8% in Q2 2026, selling an estimated $232K and leaving 80,821 shares worth $4.77M. The position accounts for 0.02% of the portfolio, ranked #642.

Private Advisor Group first reported a position in NTSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.21M in Q4 2023. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Private Advisor Group held 80,821 shares of WisdomTree US Efficient Core Fund worth $4.77M as of Q2 2026.
  • Private Advisor Group sold 4,034 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $232K.
  • WisdomTree US Efficient Core Fund made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #642 holding.
  • Private Advisor Group first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and has held it in 24 quarters since.
  • Private Advisor Group's WisdomTree US Efficient Core Fund position peaked at $7.21M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.