IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,245
| Closed | -$385K | – | 1128 |
|
|
2024
Q4 | $385K | Sell |
8,245
-14,650
| -64% | -$684K | 0.01% | 771 |
|
|
2024
Q3 | $1.1M | Buy |
22,895
+858
| +4% | +$41K | 0.03% | 476 |
|
|
2024
Q2 | $964K | Buy |
22,037
+702
| +3% | +$30.7K | 0.04% | 447 |
|
|
2024
Q1 | $901K | Sell |
21,335
-2,281
| -10% | -$96.3K | 0.04% | 460 |
|
|
2023
Q4 | $928K | Buy |
+23,616
| New | +$928K | 0.04% | 408 |
|