Safeguard Financial’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
Q1 | $600K | Buy |
13,251
+1,680
| +15% | +$76.1K | 0.13% | 57 |
|
|
2024
Q4 | $540K | Sell |
11,571
-1,014
| -8% | -$47.3K | 0.12% | 65 |
|
|
2024
Q3 | $591K | Buy |
12,585
+1,046
| +9% | +$49.2K | 0.14% | 59 |
|
|
2024
Q2 | $507K | Buy |
11,539
+32
| +0.3% | +$1.41K | 0.14% | 61 |
|
|
2024
Q1 | $486K | Buy |
11,507
+29
| +0.3% | +$1.23K | 0.16% | 53 |
|
|
2023
Q4 | $451K | Buy |
11,478
+367
| +3% | +$14.4K | 0.17% | 49 |
|
|
2023
Q3 | $388K | Buy |
11,111
+436
| +4% | +$15.2K | 0.19% | 48 |
|
|
2023
Q2 | $395K | Buy |
10,675
+1,574
| +17% | +$58.2K | 0.19% | 46 |
|
|
2023
Q1 | $319K | Buy |
9,101
+504
| +6% | +$17.7K | 0.19% | 50 |
|
|
2022
Q4 | $279K | Buy |
+8,597
| New | +$279K | 0.2% | 51 |
|