Halbert Hargrove Global 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 | $295M | Sell |
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|
2025
Q2 | $300M | Sell |
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|
2025
Q1 | $273M | Sell |
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|
2024
Q4 | $284M | Sell |
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|
2024
Q3 | $287M | Buy |
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|
2024
Q2 | $268M | Buy |
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|
2024
Q1 | $252M | Sell |
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|
2023
Q4 | $236M | Sell |
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|
2023
Q3 | $211M | Buy |
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|
2023
Q2 | $223M | Buy |
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|
2023
Q1 | $209M | Buy |
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|
2022
Q4 | $193M | Buy |
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|
2022
Q3 | $157M | Buy |
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|
2022
Q2 | $169M | Sell |
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|
2022
Q1 | $212M | Sell |
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|
2021
Q4 | $244M | Sell |
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|
2021
Q3 | $265M | Sell |
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|
2021
Q2 | $269M | Buy |
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|
2021
Q1 | $246M | Buy |
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|
2020
Q4 | $239M | Sell |
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|
2020
Q3 | $229M | Buy |
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|
2020
Q2 | $159M | Buy |
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|
2020
Q1 | $65.9M | Buy |
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