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United Capital Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

United Capital Financial Advisors’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 		– Sell
-4,395
Closed -$229K – 1703
2026
Q1 		$229K Buy
+4,395
New +$240K ﹤0.01% 1493

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OIA
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Cetera Investment Advisers
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PFA
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Capital Financial Advisors's NTSX Position: Q2 2026 in Review

United Capital Financial Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2026, closing a stake of 4,395 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in NTSX in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • United Capital Financial Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,395 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $229K.
  • United Capital Financial Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's WisdomTree US Efficient Core Fund position peaked at $229K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.