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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
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

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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 $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
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG Advisory's NTSX Position: Q1 2026 in Review

IFG Advisory sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 4,028 shares — an estimated $221K sold.

IFG Advisory first reported a position in NTSX in Q3 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • IFG Advisory reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 4,028 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $221K.
  • IFG Advisory first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and held it in 2 quarters.
  • IFG Advisory's WisdomTree US Efficient Core Fund position peaked at $221K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.