Integrated Wealth Concepts’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 | $350K | Sell |
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|
2025
Q2 | $472K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $237K | Sell |
|
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|
2023
Q3 | $3.61M | Sell |
|
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|
2023
Q2 | $3.91M | Sell |
|
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|
2023
Q1 | $4.01M | Sell |
|
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|
2022
Q4 | $4.69M | Sell |
|
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|
2022
Q3 | $5.44M | Sell |
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|
2022
Q2 | $7.49M | Buy |
|
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|
2022
Q1 | $4.83M | Buy |
|
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|
2021
Q4 | $4.55M | Buy |
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|
2021
Q3 | $2.08M | Buy |
|