Quotient Wealth Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Quotient Wealth Partners’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 Q1	$690K	Buy	+13,222	New	+$721K	0.02%	158

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quotient Wealth Partners's NTSX Position: Q1 2026 in Review

Quotient Wealth Partners opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q1 2026: 13,222 shares worth $690K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings.

105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Quotient Wealth Partners held 13,222 shares of WisdomTree US Efficient Core Fund worth $690K as of Q1 2026.
WisdomTree US Efficient Core Fund was a new Quotient Wealth Partners position in Q1 2026.
WisdomTree US Efficient Core Fund made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #158 holding.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.