Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Cetera Investment Advisers’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 		$32.7M Sell
554,125
-9,633
-2% -$553K 0.03% 546
2026
Q1 		$29.4M Buy
563,758
+1,815
+0.3% +$99K 0.03% 540
2025
Q4 		$30.8M Buy
561,943
+4,005
+0.7% +$219K 0.03% 485
2025
Q3 		$30.1M Sell
557,938
-2,856
-0.5% -$148K 0.04% 488
2025
Q2 		$28.1M Sell
560,794
-88
-0% -$4.07K 0.05% 399
2025
Q1 		$25.4M Sell
560,882
-10,836
-2% -$511K 0.05% 386
2024
Q4 		$26.7M Buy
571,718
+7,265
+1% +$345K 0.06% 352
2024
Q3 		$26.5M Buy
564,453
+5,809
+1% +$262K 0.06% 336
2024
Q2 		$24.5M Buy
558,644
+24,219
+5% +$1.02M 0.06% 340
2024
Q1 		$22.6M Buy
534,425
+521,925
+4,175% +$21.3M 0.05% 354
2023
Q4 		$491K Hold
12,500
– – ﹤0.01% 1500
2023
Q3 		$437K Sell
12,500
-12,600
-50% -$464K ﹤0.01% 1494
2023
Q2 		$930K Sell
25,100
-10,015
-29% -$357K 0.01% 1097
2023
Q1 		$1.23M Sell
35,115
-2,700
-7% -$91.8K 0.01% 936
2022
Q4 		$1.23M Sell
37,815
-650
-2% -$21.2K 0.01% 907
2022
Q3 		$1.18M Sell
38,465
-4,300
-10% -$150K 0.02% 651
2022
Q2 		$1.43M Buy
42,765
+300
+0.7% +$10.8K 0.02% 647
2022
Q1 		$1.72M Buy
42,465
+2,700
+7% +$110K 0.02% 613
2021
Q4 		$1.76M Buy
39,765
+6,550
+20% +$283K 0.03% 598
2021
Q3 		$1.35M Buy
33,215
+4,900
+17% +$206K 0.02% 661
2021
Q2 		$1.15M Buy
28,315
+14,315
+102% +$563K 0.02% 723
2021
Q1 		$523K Sell
14,000
-6,500
-32% -$241K 0.01% 954
2020
Q4 		$750K Buy
+20,500
New +$713K 0.01% 781

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers's NTSX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1.7% in Q2 2026, selling an estimated $553K and leaving 554,125 shares worth $32.7M. The position accounts for 0.03% of the portfolio, ranked #546.

Cetera Investment Advisers first reported a position in NTSX in Q4 2020 and has held it in 23 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Cetera Investment Advisers held 554,125 shares of WisdomTree US Efficient Core Fund worth $32.7M as of Q2 2026.
  • Cetera Investment Advisers sold 9,633 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $553K.
  • WisdomTree US Efficient Core Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #546 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 23 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.