Magnolia Private Wealth’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
$232K Sell
4,626
-1,460
-24% -$73.1K 0.18% 96
2025
Q1
$276K Hold
6,086
0.23% 89
2024
Q4
$284K Buy
+6,086
New +$284K 0.24% 87