Wealth Enhancement Advisory Services’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,029	Closed	-$343K	–	3454
2025 Q1	$343K	Sell	9,029 -2,313	-20%	-$86.4K	﹤0.01%	2341
2024 Q4	$398K	Buy	+11,342	New	+$417K	﹤0.01%	2156

Other funds holding NTSI

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's NTSI Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2025, closing a stake of 9,029 shares — an estimated $343K sold.

Wealth Enhancement Advisory Services first reported a position in NTSI in Q4 2024 and held it in 2 quarters. The position peaked at $398K in Q4 2024. 27 funds tracked by Wall St. Rank hold NTSI as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 9,029 WisdomTree International Efficient Core Fund shares in Q2 2025, an estimated $343K.
Wealth Enhancement Advisory Services first reported a position in WisdomTree International Efficient Core Fund in Q4 2024 and held it in 2 quarters.
Wealth Enhancement Advisory Services's WisdomTree International Efficient Core Fund position peaked at $398K in Q4 2024.
27 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.