OneDigital Investment Advisors’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 | $37.9M | Buy |
757,588
+1,857
| +0.2% | +$93K | 0.42% | 47 |
|
|
2025
Q1 | $34.2M | Buy |
755,731
+10,979
| +1% | +$497K | 0.41% | 49 |
|
|
2024
Q4 | $34.8M | Buy |
744,752
+12,047
| +2% | +$562K | 0.4% | 50 |
|
|
2024
Q3 | $34.4M | Buy |
732,705
+19,026
| +3% | +$894K | 0.39% | 51 |
|
|
2024
Q2 | $31.3M | Buy |
713,679
+8,880
| +1% | +$390K | 0.39% | 52 |
|
|
2024
Q1 | $29.8M | Sell |
704,799
-2,037
| -0.3% | -$86K | 0.47% | 47 |
|
|
2023
Q4 | $27.8M | Sell |
706,836
-28,318
| -4% | -$1.11M | 0.49% | 44 |
|
|
2023
Q3 | $25.7M | Buy |
735,154
+59,392
| +9% | +$2.08M | 0.56% | 41 |
|
|
2023
Q2 | $25.1M | Sell |
675,762
-7,791
| -1% | -$289K | 0.55% | 42 |
|
|
2023
Q1 | $24M | Buy |
683,553
+283,660
| +71% | +$9.95M | 0.56% | 42 |
|
|
2022
Q4 | $13M | Buy |
399,893
+303,388
| +314% | +$9.84M | 0.38% | 60 |
|
|
2022
Q3 | $2.95M | Buy |
+96,505
| New | +$2.95M | 0.11% | 136 |
|