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

IFP 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
Q2 		$23.9K Hold
405
– – ﹤0.01% 2866
2026
Q1 		$21.1K Buy
405
+1
+0.2% +$55 ﹤0.01% 2752
2025
Q4 		$22.1K Hold
404
– – ﹤0.01% 2681
2025
Q3 		$21.8K Hold
404
– – ﹤0.01% 2533
2025
Q2 		$20.2K Buy
404
+104
+35% +$4.81K ﹤0.01% 2539
2025
Q1 		$13.6K Hold
300
– – ﹤0.01% 2463
2024
Q4 		$14K Hold
300
– – ﹤0.01% 2407
2024
Q3 		$14.1K Hold
300
– – ﹤0.01% 2297
2024
Q2 		$13.2K Buy
+300
New +$12.7K ﹤0.01% 2248
2023
Q4 		– Sell
-1
Closed -$35 – 3234
2023
Q3 		$35 Hold
1
– – ﹤0.01% 3246
2023
Q2 		$37 Hold
1
– – ﹤0.01% 3400
2023
Q1 		$25 Sell
1
-1,481
-100% -$50.3K ﹤0.01% 3338
2022
Q4 		$38K Sell
1,482
-10,560
-88% -$345K ﹤0.01% 2428
2022
Q3 		$317K Buy
12,042
+605
+5% +$21.1K 0.01% 1160
2022
Q2 		$302K Hold
11,437
– – 0.01% 1069
2022
Q1 		$302K Buy
11,437
+8,742
+324% +$356K 0.01% 1069
2021
Q4 		$120K Buy
2,695
+597
+28% +$25.8K ﹤0.01% 1188
2021
Q3 		$88K Sell
2,098
-878
-30% -$36.9K ﹤0.01% 1345
2021
Q2 		$121K Buy
2,976
+70
+2% +$2.75K ﹤0.01% 1152
2021
Q1 		$106K Sell
2,906
-23
-0.8% -$852 ﹤0.01% 1148
2020
Q4 		$107K Buy
2,929
+2,541
+655% +$88.4K ﹤0.01% 1101
2020
Q3 		$13K Buy
388
+351
+949% +$11.5K ﹤0.01% 1809
2020
Q2 		$1K Buy
+37
New +$1.07K ﹤0.01% 2575

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IFP Advisors's NTSX Position: Q2 2026 in Review

IFP Advisors held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 405 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

IFP Advisors first reported a position in NTSX in Q2 2020 and has held it in 23 quarters since. The position peaked at $317K in Q3 2022. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • IFP Advisors held 405 shares of WisdomTree US Efficient Core Fund worth $23.9K as of Q2 2026.
  • IFP Advisors left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2866 holding.
  • IFP Advisors first reported a position in WisdomTree US Efficient Core Fund in Q2 2020 and has held it in 23 quarters since.
  • IFP Advisors's WisdomTree US Efficient Core Fund position peaked at $317K in Q3 2022.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.