Morton Capital Management’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	$1.64M	Buy	32,762 +102	+0.3%	+$5.11K	0.29%	33
2025 Q1	$1.48M	Buy	32,660 +23	+0.1%	+$1.04K	0.29%	33
2024 Q4	$1.52M	Buy	32,637 +119	+0.4%	+$5.56K	0.29%	35
2024 Q3	$1.53M	Buy	+32,518	New	+$1.53M	0.3%	31