Professional Financial Advisors’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Professional Financial 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	$2.58M	Buy	53,042 +1,696	+3%	+$77.8K	0.45%	39
2026 Q1	$2.04M	Sell	51,346 -19,857	-28%	-$817K	0.42%	46
2025 Q4	$2.69M	Buy	71,203 +849	+1%	+$31.8K	0.55%	30
2025 Q3	$2.55M	Buy	70,354 +3,384	+5%	+$117K	0.54%	31
2025 Q2	$2.22M	Buy	66,970 +2,579	+4%	+$79.3K	0.52%	35
2025 Q1	$1.93M	Buy	64,391 +965	+2%	+$28.7K	0.49%	33
2024 Q4	$1.82M	Buy	63,426 +1,313	+2%	+$40.1K	0.47%	38
2024 Q3	$2M	Buy	62,113 +93	+0.1%	+$2.82K	0.52%	32
2024 Q2	$1.83M	Buy	62,020 +1,476	+2%	+$42.4K	0.5%	33
2024 Q1	$1.71M	Buy	60,544 +4,427	+8%	+$123K	0.49%	33
2023 Q4	$1.59M	Buy	56,117 +4,180	+8%	+$110K	0.53%	32
2023 Q3	$1.34M	Buy	51,937 +666	+1%	+$18.3K	0.61%	35
2023 Q2	$1.43M	Buy	+51,271	New	+$1.43M	0.74%	25
2023 Q1	–	Sell	-35,737	Closed	-$948K	–	73
2022 Q4	$948K	Buy	+35,737	New	+$914K	0.64%	34

Other funds holding NTSE

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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 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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's NTSE Position: Q2 2026 in Review

Professional Financial Advisors increased its WisdomTree Emerging Markets Efficient Core Fund (NTSE) stake by 3.3% in Q2 2026, buying an estimated $77.8K and bringing the position to 53,042 shares worth $2.58M. The position accounts for 0.45% of the portfolio, ranked #39.

Professional Financial Advisors first reported a position in NTSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.69M in Q4 2025. 18 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

Professional Financial Advisors held 53,042 shares of WisdomTree Emerging Markets Efficient Core Fund worth $2.58M as of Q2 2026.
Professional Financial Advisors bought 1,696 WisdomTree Emerging Markets Efficient Core Fund shares in Q2 2026, an estimated $77.8K.
WisdomTree Emerging Markets Efficient Core Fund made up 0.45% of Professional Financial Advisors's portfolio in Q2 2026, its #39 holding.
Professional Financial Advisors first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q4 2022 and has held it in 14 quarters since.
Professional Financial Advisors's WisdomTree Emerging Markets Efficient Core Fund position peaked at $2.69M in Q4 2025.
18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.