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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
Q2 		$775K Sell
13,119
-103
-0.8% -$5.92K 0.02% 154
2026
Q1 		$690K Buy
+13,222
New +$721K 0.02% 158

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

Quotient Wealth Partners's NTSX Position: Q2 2026 in Review

Quotient Wealth Partners reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 0.78% in Q2 2026, selling an estimated $5.92K and leaving 13,119 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #154.

Quotient Wealth Partners first reported a position in NTSX in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Quotient Wealth Partners held 13,119 shares of WisdomTree US Efficient Core Fund worth $775K as of Q2 2026.
  • Quotient Wealth Partners sold 103 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $5.92K.
  • WisdomTree US Efficient Core Fund made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Quotient Wealth Partners first reported a position in WisdomTree US Efficient Core Fund in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.