PFA
Professional Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
477,465
+25,222
| +6% | +$1.26M | 5.54% | 3 |
|
|
2025
Q1 | $20.5M | Buy |
452,243
+14,171
| +3% | +$642K | 5.2% | 3 |
|
|
2024
Q4 | $20.5M | Buy |
438,072
+8,580
| +2% | +$401K | 5.24% | 3 |
|
|
2024
Q3 | $20.2M | Sell |
429,492
-8,273
| -2% | -$389K | 5.23% | 3 |
|
|
2024
Q2 | $19.2M | Buy |
437,765
+10,946
| +3% | +$481K | 5.31% | 3 |
|
|
2024
Q1 | $18M | Buy |
426,819
+224,380
| +111% | +$9.48M | 5.16% | 3 |
|
|
2023
Q4 | $7.96M | Buy |
202,439
+24,573
| +14% | +$966K | 2.63% | 6 |
|
|
2023
Q3 | $6.22M | Buy |
177,866
+2,690
| +2% | +$94K | 2.81% | 6 |
|
|
2023
Q2 | $6.49M | Buy |
+175,176
| New | +$6.49M | 3.36% | 5 |
|
|
2023
Q1 | – | Sell |
-124,635
| Closed | -$4.04M | – | 75 |
|
|
2022
Q4 | $4.04M | Buy |
124,635
+21,425
| +21% | +$695K | 2.74% | 7 |
|
|
2022
Q3 | $3.16M | Buy |
103,210
+3,154
| +3% | +$96.4K | 1.95% | 10 |
|
|
2022
Q2 | $3.34M | Buy |
100,056
+95,355
| +2,028% | +$3.18M | 1.86% | 10 |
|
|
2022
Q1 | $190K | Buy |
4,701
+1,490
| +46% | +$60.2K | 0.08% | 78 |
|
|
2021
Q4 | $142K | Buy |
3,211
+693
| +28% | +$30.6K | 0.06% | 117 |
|
|
2021
Q3 | $103K | Buy |
2,518
+13
| +0.5% | +$532 | 0.06% | 108 |
|
|
2021
Q2 | $102K | Buy |
2,505
+1
| +0% | +$41 | 0.06% | 116 |
|
|
2021
Q1 | $93K | Buy |
+2,504
| New | +$93K | 0.06% | 110 |
|