CAPTRUST Financial Advisors’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 | $280K | Sell |
5,597
-1
| -0% | -$50 | ﹤0.01% | 2107 |
|
|
2025
Q1 | $254K | Buy |
+5,598
| New | +$254K | ﹤0.01% | 2034 |
|
|
2022
Q3 | – | Sell |
-902
| Closed | -$30K | – | 3348 |
|
|
2022
Q2 | $30K | Sell |
902
-1,219
| -57% | -$40.5K | ﹤0.01% | 3126 |
|
|
2022
Q1 | $86K | Buy |
2,121
+1,319
| +164% | +$53.5K | ﹤0.01% | 2383 |
|
|
2021
Q4 | $36K | Buy |
+802
| New | +$36K | ﹤0.01% | 2906 |
|