Leading Edge Financial Planning’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 | $1.88M | Buy |
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|
2025
Q1 | $1.63M | Sell |
|
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|
2024
Q4 | $1.74M | Sell |
|
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|
2024
Q3 | $1.76M | Sell |
|
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|
2024
Q2 | $1.72M | Buy |
|
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|
2024
Q1 | $1.28M | Sell |
|
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|
2023
Q4 | $1.83M | Sell |
|
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|
2023
Q3 | $1.76M | Buy |
|
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|
2023
Q2 | $1.68M | Sell |
|
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|
2023
Q1 | $1.6M | Buy |
|
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|
2022
Q4 | $1.03M | Buy |
|