Financial Advocates Investment Management’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
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $699K | Buy |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $224K | Buy |
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