Insight Wealth Strategies’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 | $1.81M | Buy |
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2025
Q2 | $1.55M | Sell |
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2025
Q1 | $1.49M | Buy |
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2024
Q4 | $1.53M | Buy |
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2024
Q3 | $1.35M | Sell |
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2024
Q2 | $1.28M | Buy |
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2024
Q1 | $1.21M | Sell |
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2023
Q4 | $1.15M | Buy |
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2023
Q3 | $978K | Buy |
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2023
Q2 | $974K | Sell |
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2023
Q1 | $945K | Buy |
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2022
Q4 | $848K | Sell |
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2022
Q3 | $906K | Hold |
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2022
Q2 | $906K | Sell |
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2022
Q1 | $1.11M | Buy |
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2021
Q4 | $1.14M | Sell |
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2021
Q3 | $1.05M | Sell |
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2021
Q2 | $1.09M | Sell |
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2021
Q1 | $1.12M | Sell |
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2020
Q4 | $1.39M | Buy |
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2020
Q3 | $1.03M | Buy |
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2020
Q2 | $800K | Buy |
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2020
Q1 | $477K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $449K | Buy |
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