OneDigital Investment Advisors’s WisdomTree International Efficient Core Fund NTSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
523,891
-741
| -0.1% | -$30.4K | 0.24% | 87 |
|
|
2025
Q1 | $19.9M | Buy |
524,632
+29,680
| +6% | +$1.13M | 0.24% | 85 |
|
|
2024
Q4 | $17.4M | Buy |
494,952
+19,785
| +4% | +$695K | 0.2% | 94 |
|
|
2024
Q3 | $18.6M | Buy |
475,167
+18,371
| +4% | +$721K | 0.21% | 91 |
|
|
2024
Q2 | $16.6M | Buy |
456,796
+10,846
| +2% | +$395K | 0.21% | 93 |
|
|
2024
Q1 | $16.5M | Buy |
445,950
+3,884
| +0.9% | +$144K | 0.26% | 82 |
|
|
2023
Q4 | $15.8M | Buy |
442,066
+47,582
| +12% | +$1.7M | 0.28% | 81 |
|
|
2023
Q3 | $12.6M | Buy |
394,484
+34,869
| +10% | +$1.11M | 0.27% | 83 |
|
|
2023
Q2 | $12.4M | Buy |
359,615
+8,686
| +2% | +$299K | 0.27% | 77 |
|
|
2023
Q1 | $12M | Sell |
350,929
-38,558
| -10% | -$1.32M | 0.28% | 72 |
|
|
2022
Q4 | $12.4M | Buy |
389,487
+302,574
| +348% | +$9.6M | 0.36% | 63 |
|
|
2022
Q3 | $2.36M | Buy |
+86,913
| New | +$2.36M | 0.09% | 167 |
|