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Financial Advocates Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-28,904
Closed -$1.45M – 403
2025
Q2 		$1.45M Sell
28,904
-125
-0.4% -$5.78K 0.12% 169
2025
Q1 		$1.32M Buy
29,029
+3,156
+12% +$149K 0.09% 223
2024
Q4 		$1.21M Buy
25,873
+947
+4% +$44.9K 0.07% 258
2024
Q3 		$1.17M Buy
24,926
+717
+3% +$32.4K 0.07% 272
2024
Q2 		$1.06M Buy
24,209
+868
+4% +$36.7K 0.07% 279
2024
Q1 		$986K Buy
23,341
+807
+4% +$32.9K 0.06% 311
2023
Q4 		$886K Buy
22,534
+2,535
+13% +$92.4K 0.06% 311
2023
Q3 		$699K Buy
19,999
+429
+2% +$15.8K 0.05% 340
2023
Q2 		$725K Buy
19,570
+1,133
+6% +$40.4K 0.05% 323
2023
Q1 		$646K Buy
18,437
+2,288
+14% +$77.8K 0.05% 372
2022
Q4 		$524K Buy
16,149
+3,183
+25% +$104K 0.04% 441
2022
Q3 		$397K Buy
+12,966
New +$451K 0.03% 474
2022
Q2 		– Sell
-5,748
Closed -$233K – 757
2022
Q1 		$233K Buy
5,748
+701
+14% +$28.6K 0.02% 647
2021
Q4 		$224K Buy
+5,047
New +$218K 0.01% 703

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's NTSX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2025, closing a stake of 28,904 shares — an estimated $1.45M sold.

Financial Advocates Investment Management first reported a position in NTSX in Q4 2021 and held it in 14 quarters. The position peaked at $1.45M in Q2 2025. 95 funds tracked by Wall St. Rank hold NTSX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 28,904 WisdomTree US Efficient Core Fund shares in Q3 2025, an estimated $1.45M.
  • Financial Advocates Investment Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 14 quarters.
  • Financial Advocates Investment Management's WisdomTree US Efficient Core Fund position peaked at $1.45M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.