Carson Wealth (CWM LLC)’s WisdomTree International Efficient Core Fund NTSI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.8M | Buy |
776,545
+37,458
| +5% | +$1.54M | 0.11% | 162 |
|
2025
Q1 | $28.1M | Buy |
739,087
+18,073
| +3% | +$686K | 0.11% | 172 |
|
2024
Q4 | $25.3M | Buy |
721,014
+41,691
| +6% | +$1.46M | 0.11% | 171 |
|
2024
Q3 | $26.7M | Buy |
679,323
+79,986
| +13% | +$3.14M | 0.11% | 165 |
|
2024
Q2 | $21.8M | Buy |
599,337
+26,769
| +5% | +$975K | 0.1% | 188 |
|
2024
Q1 | $21.2M | Buy |
572,568
+42,644
| +8% | +$1.58M | 0.1% | 190 |
|
2023
Q4 | $18.9M | Buy |
529,924
+122,005
| +30% | +$4.36M | 0.1% | 192 |
|
2023
Q3 | $13M | Buy |
407,919
+85,384
| +26% | +$2.73M | 0.08% | 203 |
|
2023
Q2 | $11.1M | Buy |
322,535
+44,461
| +16% | +$1.53M | 0.07% | 220 |
|
2023
Q1 | $9.55M | Buy |
278,074
+21,247
| +8% | +$729K | 0.06% | 225 |
|
2022
Q4 | $8.15M | Buy |
+256,827
| New | +$8.15M | 0.06% | 226 |
|