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

Safeguard Financial’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
2025
Q1 		$600K Buy
13,251
+1,680
+15% +$79.3K 0.13% 57
2024
Q4 		$540K Sell
11,571
-1,014
-8% -$48.1K 0.12% 65
2024
Q3 		$591K Buy
12,585
+1,046
+9% +$47.2K 0.14% 59
2024
Q2 		$507K Buy
11,539
+32
+0.3% +$1.35K 0.14% 61
2024
Q1 		$486K Buy
11,507
+29
+0.3% +$1.18K 0.16% 53
2023
Q4 		$451K Buy
11,478
+367
+3% +$13.4K 0.17% 49
2023
Q3 		$388K Buy
11,111
+436
+4% +$16K 0.19% 48
2023
Q2 		$395K Buy
10,675
+1,574
+17% +$56.1K 0.19% 46
2023
Q1 		$319K Buy
9,101
+504
+6% +$17.1K 0.19% 50
2022
Q4 		$279K Buy
+8,597
New +$281K 0.2% 51

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Financial's NTSX Position: Q1 2025 in Review

Safeguard Financial increased its WisdomTree US Efficient Core Fund (NTSX) stake by 15% in Q1 2025, buying an estimated $79.3K and bringing the position to 13,251 shares worth $600K. The position accounts for 0.13% of the portfolio, ranked #57.

Safeguard Financial first reported a position in NTSX in Q4 2022 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold NTSX as of Q1 2025.

  • Safeguard Financial held 13,251 shares of WisdomTree US Efficient Core Fund worth $600K as of Q1 2025.
  • Safeguard Financial bought 1,680 WisdomTree US Efficient Core Fund shares in Q1 2025, an estimated $79.3K.
  • WisdomTree US Efficient Core Fund made up 0.13% of Safeguard Financial's portfolio in Q1 2025, its #57 holding.
  • Safeguard Financial first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.