Belpointe Asset Management’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 | $1.18M | Sell |
23,516
-7,091
| -23% | -$355K | 0.05% | 311 |
|
|
2025
Q1 | $1.39M | Sell |
30,607
-5,559
| -15% | -$252K | 0.07% | 262 |
|
|
2024
Q4 | $1.66M | Hold |
36,166
| – | – | 0.1% | 200 |
|
|
2024
Q3 | $1.7M | Sell |
36,166
-380
| -1% | -$17.9K | 0.1% | 197 |
|
|
2024
Q2 | $1.6M | Sell |
36,546
-2,313
| -6% | -$102K | 0.11% | 182 |
|
|
2024
Q1 | $1.64M | Buy |
38,859
+7,587
| +24% | +$320K | 0.12% | 156 |
|
|
2023
Q4 | $1.23M | Buy |
+31,272
| New | +$1.23M | 0.11% | 186 |
|