IFP 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
Q2 | $20.2K | Buy |
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|
2025
Q1 | $13.6K | Hold |
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|
2024
Q4 | $14K | Hold |
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|
2024
Q3 | $14.1K | Hold |
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|
2024
Q2 | $13.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $35 | Hold |
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|
2023
Q2 | $37 | Hold |
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|
2023
Q1 | $25 | Sell |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $88K | Sell |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $1K | Buy |
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