Ogorek Anthony Joseph’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 | – | Sell |
-227
| Closed | -$10K | – | 681 |
|
|
2025
Q1 | $10K | Buy |
227
+1
| +0.4% | +$44 | ﹤0.01% | 371 |
|
|
2024
Q4 | $10K | Sell |
226
-3,579
| -94% | -$158K | ﹤0.01% | 223 |
|
|
2024
Q3 | $178K | Sell |
3,805
-2,753
| -42% | -$129K | 0.06% | 62 |
|
|
2024
Q2 | $287K | Sell |
6,558
-647
| -9% | -$28.3K | 0.1% | 52 |
|
|
2024
Q1 | $304K | Buy |
7,205
+16
| +0.2% | +$675 | 0.11% | 51 |
|
|
2023
Q4 | $282K | Sell |
7,189
-999
| -12% | -$39.2K | 0.1% | 52 |
|
|
2023
Q3 | $286K | Sell |
8,188
-266,226
| -97% | -$9.3M | 0.11% | 70 |
|
|
2023
Q2 | $10.2M | Buy |
274,414
+23,943
| +10% | +$888K | 3.9% | 6 |
|
|
2023
Q1 | $8.78M | Buy |
250,471
+491
| +0.2% | +$17.2K | 3.59% | 7 |
|
|
2022
Q4 | $8.11M | Sell |
249,980
-1,181
| -0.5% | -$38.3K | 3.53% | 8 |
|
|
2022
Q3 | $7.68M | Buy |
251,161
+3,562
| +1% | +$109K | 3.65% | 9 |
|
|
2022
Q2 | $8.25M | Sell |
247,599
-5,150
| -2% | -$172K | 3.79% | 9 |
|
|
2022
Q1 | $10.2M | Buy |
252,749
+241,068
| +2,064% | +$9.77M | 4.2% | 10 |
|
|
2021
Q4 | $517K | Buy |
+11,681
| New | +$517K | 0.22% | 38 |
|