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ACT Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

ACT 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
Q3 		$852K Buy
14,578
+3,131
+27% +$186K 0.28% 31
2026
Q2 		$676K Sell
11,447
-4,233
-27% -$243K 0.22% 33
2026
Q1 		$818K Sell
15,680
-428
-3% -$23.3K 0.35% 26
2025
Q4 		$883K Sell
16,108
-492
-3% -$26.9K 0.35% 28
2025
Q3 		$895K Buy
16,600
+677
+4% +$35K 0.36% 30
2025
Q2 		$797K Sell
15,923
-205
-1% -$9.48K 0.37% 27
2025
Q1 		$731K Hold
16,128
– – 0.4% 26
2024
Q4 		$753K Sell
16,128
-1,199
-7% -$56.9K 0.41% 24
2024
Q3 		$814K Sell
17,327
-373
-2% -$16.8K 0.38% 26
2024
Q2 		$777K Sell
17,700
-666
-4% -$28.1K 0.4% 23
2024
Q1 		$776K Buy
18,366
+360
+2% +$14.7K 0.43% 22
2023
Q4 		$708K Buy
18,006
+2,341
+15% +$85.4K 0.4% 22
2023
Q3 		$548K Buy
15,665
+533
+4% +$19.6K 0.34% 24
2023
Q2 		$561K Sell
15,132
-177
-1% -$6.31K 0.37% 17
2023
Q1 		$537K Sell
15,309
-426,702
-97% -$14.5M 0.35% 20
2022
Q4 		$14.3M Buy
442,011
+100,894
+30% +$3.3M 9.13% 6
2022
Q3 		$10.4M Sell
341,117
-3,338
-1% -$116K 7.27% 5
2022
Q2 		$11.5M Buy
344,455
+2,859
+0.8% +$103K 8.42% 4
2022
Q1 		$13.8M Sell
341,596
-3,386
-1% -$138K 8.91% 5
2021
Q4 		$15.3M Buy
344,982
+303,735
+736% +$13.1M 11.23% 3
2021
Q3 		$1.68M Buy
41,247
+4,982
+14% +$209K 1.3% 9
2021
Q2 		$1.5M Buy
36,265
+624
+2% +$24.5K 1.14% 10
2021
Q1 		$1.4M Sell
35,641
-40,743
-53% -$1.51M 1.11% 10
2020
Q4 		$2.8M Buy
+76,384
New +$2.66M 2.53% 6

Other funds holding NTSX

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

ACT Advisors's NTSX Position: Q3 2026 in Review

ACT Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 27% in Q3 2026, buying an estimated $186K and bringing the position to 14,578 shares worth $852K. The position accounts for 0.28% of the portfolio, ranked #31.

ACT Advisors first reported a position in NTSX in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2021. 21 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • ACT Advisors held 14,578 shares of WisdomTree US Efficient Core Fund worth $852K as of Q3 2026.
  • ACT Advisors bought 3,131 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $186K.
  • WisdomTree US Efficient Core Fund made up 0.28% of ACT Advisors's portfolio in Q3 2026, its #31 holding.
  • ACT Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 24 quarters since.
  • ACT Advisors's WisdomTree US Efficient Core Fund position peaked at $15.3M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.