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WealthTrak Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-185
Closed -$9.26K – 638
2025
Q2 		$9.26K Buy
185
+41
+28% +$1.9K 0.01% 202
2025
Q1 		$6.53K Buy
+144
New +$6.8K 0.01% 207

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $980M AUM 9.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrak Capital Management's NTSX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2025, closing a stake of 185 shares — an estimated $9.26K sold.

WealthTrak Capital Management first reported a position in NTSX in Q1 2025 and held it in 2 quarters. The position peaked at $9.26K in Q2 2025. 95 funds tracked by Wall St. Rank hold NTSX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 185 WisdomTree US Efficient Core Fund shares in Q3 2025, an estimated $9.26K.
  • WealthTrak Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's WisdomTree US Efficient Core Fund position peaked at $9.26K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.