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Synergy Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Synergy Investment Management’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 		$125K Sell
2,121
-498
-19% -$28.6K 0.03% 229
2026
Q1 		$137K Buy
+2,619
New +$143K 0.04% 173
2025
Q2 		– Sell
-2,608
Closed -$118K – 405
2025
Q1 		$118K Buy
2,608
+2
+0.1% +$94 0.05% 159
2024
Q4 		$122K Buy
+2,606
New +$124K 0.05% 159

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

Synergy Investment Management's NTSX Position: Q2 2026 in Review

Synergy Investment Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 19% in Q2 2026, selling an estimated $28.6K and leaving 2,121 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #229.

Synergy Investment Management first reported a position in NTSX in Q4 2024 and has held it in 4 quarters since. The position peaked at $137K in Q1 2026. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Synergy Investment Management held 2,121 shares of WisdomTree US Efficient Core Fund worth $125K as of Q2 2026.
  • Synergy Investment Management sold 498 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $28.6K.
  • WisdomTree US Efficient Core Fund made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #229 holding.
  • Synergy Investment Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's WisdomTree US Efficient Core Fund position peaked at $137K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.