AA
NTSX icon

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
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 		$1.41M 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

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACT Advisors's NTSX Position: Q1 2026 in Review

ACT Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 2.7% in Q1 2026, selling an estimated $23.3K and leaving 15,680 shares worth $818K. The position accounts for 0.35% of the portfolio, ranked #26.

ACT Advisors first reported a position in NTSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.3M in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • ACT Advisors held 15,680 shares of WisdomTree US Efficient Core Fund worth $818K as of Q1 2026.
  • ACT Advisors sold 428 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $23.3K.
  • WisdomTree US Efficient Core Fund made up 0.35% of ACT Advisors's portfolio in Q1 2026, its #26 holding.
  • ACT Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 22 quarters since.
  • ACT Advisors's WisdomTree US Efficient Core Fund position peaked at $15.3M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.