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Oregon Pacific Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Oregon Pacific Wealth Management’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$838K Sell
16,739
-344
-2% -$17.2K 0.79% 31
2025
Q1 		$774K Buy
17,083
+672
+4% +$30.4K 0.77% 35
2024
Q4 		$766K Buy
+16,411
New +$766K 0.75% 37