Carson Wealth (CWM LLC)’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3M | Buy |
1,263,664
+71,058
| +6% | +$3.56M | 0.22% | 95 |
|
|
2025
Q1 | $54M | Buy |
1,192,606
+29,055
| +2% | +$1.32M | 0.22% | 97 |
|
|
2024
Q4 | $54.3M | Buy |
1,163,551
+28,426
| +3% | +$1.33M | 0.23% | 88 |
|
|
2024
Q3 | $53.3M | Buy |
1,135,125
+81,868
| +8% | +$3.85M | 0.23% | 89 |
|
|
2024
Q2 | $46.2M | Buy |
1,053,257
+42,931
| +4% | +$1.89M | 0.22% | 95 |
|
|
2024
Q1 | $42.7M | Buy |
1,010,326
+70,179
| +7% | +$2.96M | 0.21% | 94 |
|
|
2023
Q4 | $36.9M | Buy |
940,147
+176,850
| +23% | +$6.95M | 0.2% | 98 |
|
|
2023
Q3 | $26.7M | Buy |
763,297
+81,141
| +12% | +$2.84M | 0.16% | 123 |
|
|
2023
Q2 | $25.3M | Buy |
682,156
+90,119
| +15% | +$3.34M | 0.16% | 126 |
|
|
2023
Q1 | $20.8M | Buy |
592,037
+58,811
| +11% | +$2.06M | 0.14% | 142 |
|
|
2022
Q4 | $17.3M | Buy |
533,226
+442,768
| +489% | +$14.4M | 0.13% | 151 |
|
|
2022
Q3 | $2.77M | Buy |
90,458
+26,136
| +41% | +$799K | 0.02% | 371 |
|
|
2022
Q2 | $2.15M | Buy |
+64,322
| New | +$2.15M | 0.02% | 401 |
|