IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Buy |
404
+104
| +35% | +$5.21K | ﹤0.01% | 2539 |
|
|
2025
Q1 | $13.6K | Hold |
300
| – | – | ﹤0.01% | 2463 |
|
|
2024
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 2407 |
|
|
2024
Q3 | $14.1K | Hold |
300
| – | – | ﹤0.01% | 2297 |
|
|
2024
Q2 | $13.2K | Buy |
+300
| New | +$13.2K | ﹤0.01% | 2248 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$35 | – | 3237 |
|
|
2023
Q3 | $35 | Hold |
1
| – | – | ﹤0.01% | 3246 |
|
|
2023
Q2 | $37 | Hold |
1
| – | – | ﹤0.01% | 3400 |
|
|
2023
Q1 | $25 | Sell |
1
-1,481
| -100% | -$37K | ﹤0.01% | 3338 |
|
|
2022
Q4 | $38K | Sell |
1,482
-10,560
| -88% | -$271K | ﹤0.01% | 2428 |
|
|
2022
Q3 | $317K | Buy |
12,042
+605
| +5% | +$15.9K | 0.01% | 1161 |
|
|
2022
Q2 | $302K | Hold |
11,437
| – | – | 0.01% | 1070 |
|
|
2022
Q1 | $302K | Buy |
11,437
+8,742
| +324% | +$231K | 0.01% | 1070 |
|
|
2021
Q4 | $120K | Buy |
2,695
+597
| +28% | +$26.6K | ﹤0.01% | 1171 |
|
|
2021
Q3 | $88K | Sell |
2,098
-878
| -30% | -$36.8K | ﹤0.01% | 1305 |
|
|
2021
Q2 | $121K | Buy |
2,976
+70
| +2% | +$2.85K | ﹤0.01% | 1152 |
|
|
2021
Q1 | $106K | Sell |
2,906
-23
| -0.8% | -$839 | ﹤0.01% | 1148 |
|
|
2020
Q4 | $107K | Buy |
2,929
+2,541
| +655% | +$92.8K | ﹤0.01% | 1101 |
|
|
2020
Q3 | $13K | Buy |
388
+351
| +949% | +$11.8K | ﹤0.01% | 1806 |
|
|
2020
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 2545 |
|