Tower Research Capital (TRC)’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Tower Research Capital (TRC)’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	–	Sell	-3	Closed	-$140	–	5610
2024 Q4	$140	Hold	3	–	–	﹤0.01%	5426
2024 Q3	$141	Hold	3	–	–	﹤0.01%	5472
2024 Q2	$132	Hold	3	–	–	﹤0.01%	5455
2024 Q1	$127	Hold	3	–	–	﹤0.01%	5626
2023 Q4	$118	Hold	3	–	–	﹤0.01%	5691
2023 Q3	$105	Hold	3	–	–	﹤0.01%	5724
2023 Q2	$111	Hold	3	–	–	﹤0.01%	5809
2023 Q1	$0	Sell	3 -1	-25%	-$34	﹤0.01%	6136
2022 Q4	$0	Hold	4	–	–	﹤0.01%	6215
2022 Q3	$0	Sell	4 -99	-96%	-$3.45K	﹤0.01%	6353
2022 Q2	$3K	Buy	103 +99	+2,475%	+$3.57K	﹤0.01%	5391
2022 Q1	$0	Buy	+4	New	+$163	﹤0.01%	6421

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

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

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

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

Tower Research Capital (TRC)'s NTSX Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2025, closing a stake of 3 shares — an estimated $140 sold.

Tower Research Capital (TRC) first reported a position in NTSX in Q1 2022 and held it in 12 quarters. The position peaked at $3K in Q2 2022. 90 funds tracked by Wall St. Rank hold NTSX as of Q1 2025.

Tower Research Capital (TRC) reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 3 WisdomTree US Efficient Core Fund shares in Q1 2025, an estimated $140.
Tower Research Capital (TRC) first reported a position in WisdomTree US Efficient Core Fund in Q1 2022 and held it in 12 quarters.
Tower Research Capital (TRC)'s WisdomTree US Efficient Core Fund position peaked at $3K in Q2 2022.
90 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.