Private Trust Company’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $239K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $189K | Buy |
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|
2023
Q3 | $148K | Buy |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $96K | Hold |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $73K | Buy |
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