J.W. Cole 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 | $344K | Buy |
6,880
+19
| +0.3% | +$951 | 0.01% | 1071 |
|
|
2025
Q1 | $311K | Sell |
6,861
-2,529
| -27% | -$115K | 0.01% | 941 |
|
|
2024
Q4 | $438K | Sell |
9,390
-117
| -1% | -$5.46K | 0.02% | 644 |
|
|
2024
Q3 | $447K | Buy |
9,507
+16
| +0.2% | +$752 | 0.02% | 637 |
|
|
2024
Q2 | $417K | Sell |
9,491
-1,327
| -12% | -$58.3K | 0.02% | 576 |
|
|
2024
Q1 | $457K | Buy |
+10,818
| New | +$457K | 0.02% | 557 |
|