Barnes Wealth Management Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
7,148
+1,306
+22% +$65.4K 0.21% 104
2025
Q1
$265K Buy
5,842
+1,029
+21% +$46.6K 0.17% 116
2024
Q4
$225K Buy
+4,813
New +$225K 0.15% 126