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Sunbelt Securities’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Sunbelt Securities’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 		$768K Buy
14,733
+24
+0.2% +$1.31K 0.05% 309
2025
Q4 		$806K Sell
14,709
-722
-5% -$39.5K 0.05% 295
2025
Q3 		$832K Sell
15,431
-1,049
-6% -$54.3K 0.06% 281
2025
Q2 		$769K Sell
16,480
-29
-0.2% -$1.34K 0.07% 251
2025
Q1 		$748K Buy
16,509
+29
+0.2% +$1.37K 0.07% 241
2024
Q4 		$776K Sell
16,480
-409
-2% -$19.4K 0.07% 249
2024
Q3 		$794K Sell
16,889
-8,575
-34% -$387K 0.08% 242
2024
Q2 		$1.12M Sell
25,464
-805
-3% -$34K 0.11% 174
2024
Q1 		$1.11M Sell
26,269
-2,652
-9% -$108K 0.12% 168
2023
Q4 		$1.14M Sell
28,921
-6,365
-18% -$232K 0.14% 161
2023
Q3 		$1.23M Sell
35,286
-4,675
-12% -$172K 0.17% 138
2023
Q2 		$1.48M Buy
39,961
+2,324
+6% +$82.9K 0.21% 110
2023
Q1 		$1.3M Sell
37,637
-2,459
-6% -$83.6K 0.21% 117
2022
Q4 		$1.3M Sell
40,096
-2,625
-6% -$85.8K 0.25% 104
2022
Q3 		$1.31M Sell
42,721
-1,704
-4% -$59.3K 0.28% 98
2022
Q2 		$1.48M Sell
44,425
-6,609
-13% -$238K 0.31% 85
2022
Q1 		$2.1M Sell
51,034
-5,234
-9% -$213K 0.38% 65
2021
Q4 		$2.33M Buy
56,268
+11,310
+25% +$489K 0.38% 66
2021
Q3 		$1.85M Hold
44,958
– – 0.33% 78
2021
Q2 		$1.85M Sell
44,958
-22,535
-33% -$886K 0.33% 78
2021
Q1 		$2.52M Sell
67,493
-11,487
-15% -$425K 0.5% 50
2020
Q4 		$2.89M Buy
78,980
+8,996
+13% +$313K 0.6% 44
2020
Q3 		$2.33M Buy
69,984
+3,812
+6% +$125K 0.65% 37
2020
Q2 		$2.02M Buy
66,172
+14,963
+29% +$434K 0.7% 33
2020
Q1 		$1.32M Buy
51,209
+34,157
+200% +$987K 0.06% 125
2019
Q4 		$505K Buy
17,052
+5,856
+52% +$168K 0.05% 317
2019
Q3 		$312K Buy
+11,196
New +$309K 0.04% 410

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

Sunbelt Securities's NTSX Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.16% in Q1 2026, buying an estimated $1.31K and bringing the position to 14,733 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #309.

Sunbelt Securities first reported a position in NTSX in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.89M in Q4 2020. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Sunbelt Securities held 14,733 shares of WisdomTree US Efficient Core Fund worth $768K as of Q1 2026.
  • Sunbelt Securities bought 24 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $1.31K.
  • WisdomTree US Efficient Core Fund made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #309 holding.
  • Sunbelt Securities first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's WisdomTree US Efficient Core Fund position peaked at $2.89M in Q4 2020.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.