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

Clearstead 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 		– Sell
-3,714
Closed -$204K – 2659
2025
Q4 		$204K Hold
3,714
– – ﹤0.01% 933
2025
Q3 		$200K Buy
+3,714
New +$192K ﹤0.01% 882

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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 $1.09B AUM 11.58% 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 $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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

Clearstead Advisors's NTSX Position: Q1 2026 in Review

Clearstead Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 3,714 shares — an estimated $204K sold.

Clearstead Advisors first reported a position in NTSX in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 106 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Clearstead Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 3,714 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $204K.
  • Clearstead Advisors first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's WisdomTree US Efficient Core Fund position peaked at $204K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.