CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		$280K Sell
2025
Q1 		$254K Buy
2022
Q3 		– Sell
2022
Q2 		$30K Sell
2022
Q1 		$86K Buy
2021
Q4 		$36K Buy