Wiser Advisor Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wiser Advisor Group’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	$1.15K	Buy	20 +1	+5%	+$57	﹤0.01%	225
2026 Q1	$1.02K	Hold	19	–	–	﹤0.01%	220
2025 Q4	$1.06K	Hold	19	–	–	﹤0.01%	227
2025 Q3	$1.04K	Buy	+19	New	+$983	﹤0.01%	238
2025 Q2	–	Sell	-19	Closed	-$872	–	184
2025 Q1	$872	Hold	19	–	–	﹤0.01%	259
2024 Q4	$896	Hold	19	–	–	﹤0.01%	254
2024 Q3	$898	Sell	19 -1	-5%	-$45	﹤0.01%	254
2024 Q2	$837	Buy	20 +16	+400%	+$676	﹤0.01%	284
2024 Q1	$169	Buy	+4	New	+$163	﹤0.01%	297

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wiser Advisor Group's NTSX Position: Q2 2026 in Review

Wiser Advisor Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 5.3% in Q2 2026, buying an estimated $57 and bringing the position to 20 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Wiser Advisor Group first reported a position in NTSX in Q1 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Wiser Advisor Group held 20 shares of WisdomTree US Efficient Core Fund worth $1.15K as of Q2 2026.
Wiser Advisor Group bought 1 WisdomTree US Efficient Core Fund share in Q2 2026, an estimated $57.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #225 holding.
Wiser Advisor Group first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and has held it in 9 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.