Fermata Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.75M | Buy |
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|
2025
Q2 | $5.65M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $4.15M | Buy |
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | $3.38M | Buy |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $3.02M | Sell |
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|
2022
Q3 | $3.05M | Sell |
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|
2022
Q2 | $4.81M | Sell |
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|
2022
Q1 | $7.33M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $908K | Buy |
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