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

Creative Planning’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,839
Closed -$238K – 2139
2021
Q3 		$238K Hold
5,839
– – ﹤0.01% 1741
2021
Q2 		$237K Sell
5,839
-373
-6% -$15.1K ﹤0.01% 1694
2021
Q1 		$232K Hold
6,212
– – ﹤0.01% 1944
2020
Q4 		$227K Buy
+6,212
New +$227K ﹤0.01% 1771