GeoWealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-34,150	Closed	-$1.5M	–	1717
2024 Q2	$1.5M	Sell	34,150 -10,464	-23%	-$459K	0.07%	199
2024 Q1	$1.88M	Buy	+44,614	New	+$1.88M	0.07%	182