Safeguard Financial’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
Q1
$600K Buy
2024
Q4
$540K Sell
2024
Q3
$591K Buy
2024
Q2
$507K Buy
2024
Q1
$486K Buy
2023
Q4
$451K Buy
2023
Q3
$388K Buy
2023
Q2
$395K Buy
2023
Q1
$319K Buy
2022
Q4
$279K Buy