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

Flagship Harbor 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	-4,015	Closed	-$220K	–	1675
2025 Q4	$220K	Hold	4,015	–	–	0.01%	639
2025 Q3	$216K	Buy	+4,015	New	+$208K	0.01%	750
2024 Q1	–	Sell	-7,613	Closed	-$299K	–	703
2023 Q4	$299K	Buy	7,613 +250	+3%	+$9.12K	0.02%	493
2023 Q3	$257K	Hold	7,363	–	–	0.02%	517
2023 Q2	$273K	Hold	7,363	–	–	0.02%	499
2023 Q1	$258K	Sell	7,363 -1,450	-16%	-$49.3K	0.02%	525
2022 Q4	$286K	Sell	8,813 -1,000	-10%	-$32.7K	0.03%	472
2022 Q3	$300K	Hold	9,813	–	–	0.03%	439
2022 Q2	$327K	Hold	9,813	–	–	0.04%	433
2022 Q1	$398K	Buy	9,813 +763	+8%	+$31.1K	0.04%	408
2021 Q4	$401K	Buy	+9,050	New	+$391K	0.04%	421

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Flagship Harbor Advisors's NTSX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 4,015 shares — an estimated $220K sold.

Flagship Harbor Advisors first reported a position in NTSX in Q4 2021 and held it in 11 quarters. The position peaked at $401K in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Flagship Harbor Advisors reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 4,015 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $220K.
Flagship Harbor Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and held it in 11 quarters.
Flagship Harbor Advisors's WisdomTree US Efficient Core Fund position peaked at $401K in Q4 2021.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.