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Professional Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Professional Financial 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 		$30.6M Buy
518,200
+9,843
+2% +$565K 5.29% 3
2026
Q1 		$26.5M Buy
508,357
+20,026
+4% +$1.09M 5.4% 3
2025
Q4 		$26.8M Sell
488,331
-5,075
-1% -$277K 5.47% 3
2025
Q3 		$26.6M Buy
493,406
+15,941
+3% +$825K 5.6% 3
2025
Q2 		$23.9M Buy
477,465
+25,222
+6% +$1.17M 5.54% 3
2025
Q1 		$20.5M Buy
452,243
+14,171
+3% +$669K 5.2% 3
2024
Q4 		$20.5M Buy
438,072
+8,580
+2% +$407K 5.24% 3
2024
Q3 		$20.2M Sell
429,492
-8,273
-2% -$373K 5.23% 3
2024
Q2 		$19.2M Buy
437,765
+10,946
+3% +$462K 5.31% 3
2024
Q1 		$18M Buy
426,819
+224,380
+111% +$9.15M 5.16% 3
2023
Q4 		$7.96M Buy
202,439
+24,573
+14% +$896K 2.63% 6
2023
Q3 		$6.22M Buy
177,866
+2,690
+2% +$99K 2.81% 6
2023
Q2 		$6.49M Buy
+175,176
New +$6.25M 3.36% 5
2023
Q1 		– Sell
-124,635
Closed -$4.04M – 75
2022
Q4 		$4.04M Buy
124,635
+21,425
+21% +$700K 2.74% 7
2022
Q3 		$3.16M Buy
103,210
+3,154
+3% +$110K 1.95% 10
2022
Q2 		$3.34M Buy
100,056
+95,355
+2,028% +$3.44M 1.86% 10
2022
Q1 		$190K Buy
4,701
+1,490
+46% +$60.7K 0.08% 78
2021
Q4 		$142K Buy
3,211
+693
+28% +$29.9K 0.06% 117
2021
Q3 		$103K Buy
2,518
+13
+0.5% +$547 0.06% 108
2021
Q2 		$102K Buy
2,505
+1
+0% +$39 0.06% 116
2021
Q1 		$93K Buy
+2,504
New +$92.7K 0.06% 110

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
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

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

Professional Financial Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.9% in Q2 2026, buying an estimated $565K and bringing the position to 518,200 shares worth $30.6M. The position accounts for 5.29% of the portfolio, ranked #3.

Professional Financial Advisors first reported a position in NTSX in Q1 2021 and has held it in 21 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Professional Financial Advisors held 518,200 shares of WisdomTree US Efficient Core Fund worth $30.6M as of Q2 2026.
  • Professional Financial Advisors bought 9,843 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $565K.
  • WisdomTree US Efficient Core Fund made up 5.29% of Professional Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Professional Financial Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and has held it in 21 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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