AE Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Sell |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $598K | Sell |
|
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $630K | Sell |
|
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $11.3M | Buy |
|
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $8.53M | Buy |
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|
2022
Q3 | $7.35M | Buy |
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|
2022
Q2 | $6.14M | Buy |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $3.12M | Buy |
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