Creative Planning’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$307K Buy
2021
Q4
Sell
2021
Q3
$238K Hold
2021
Q2
$237K Sell
2021
Q1
$232K Hold
2020
Q4
$227K Buy