IFG Advisory’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

IFG Advisory’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 Q3	$187K	Buy	3,196 +283	+10%	+$16.8K	0.01%	890
2026 Q2	$172K	Buy	+2,913	New	+$167K	0.01%	918
2026 Q1	–	Sell	-4,028	Closed	-$221K	–	707
2025 Q4	$221K	Buy	4,028 +83	+2%	+$4.54K	0.01%	709
2025 Q3	$213K	Buy	+3,945	New	+$204K	0.01%	737

Other funds holding NTSX

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

IFG Advisory's NTSX Position: Q3 2026 in Review

IFG Advisory increased its WisdomTree US Efficient Core Fund (NTSX) stake by 9.7% in Q3 2026, buying an estimated $16.8K and bringing the position to 3,196 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #890.

IFG Advisory first reported a position in NTSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 65 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

IFG Advisory held 3,196 shares of WisdomTree US Efficient Core Fund worth $187K as of Q3 2026.
IFG Advisory bought 283 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $16.8K.
WisdomTree US Efficient Core Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #890 holding.
IFG Advisory first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and has held it in 4 quarters since.
IFG Advisory's WisdomTree US Efficient Core Fund position peaked at $221K in Q4 2025.
65 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.