Stifel Financial
NTSX icon

Stifel Financial’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Stifel Financial’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,600
Closed -$526K – 3550
2025
Q1 		$526K Sell
11,600
-14,807
-56% -$699K ﹤0.01% 2652
2024
Q4 		$1.23M Sell
26,407
-58
-0.2% -$2.75K ﹤0.01% 2118
2024
Q3 		$1.24M Hold
26,465
– – ﹤0.01% 2080
2024
Q2 		$1.16M Buy
26,465
+1,985
+8% +$83.8K ﹤0.01% 2071
2024
Q1 		$1.03M Sell
24,480
-690
-3% -$28.1K ﹤0.01% 2167
2023
Q4 		$989K Buy
25,170
+222
+0.9% +$8.1K ﹤0.01% 2155
2023
Q3 		$872K Hold
24,948
– – ﹤0.01% 2135
2023
Q2 		$925K Buy
24,948
+37
+0.1% +$1.32K ﹤0.01% 2136
2023
Q1 		$873K Hold
24,911
– – ﹤0.01% 2148
2022
Q4 		$808K Buy
24,911
+3,700
+17% +$121K ﹤0.01% 2162
2022
Q3 		$649K Hold
21,211
– – ﹤0.01% 2277
2022
Q2 		$707K Buy
21,211
+4,351
+26% +$157K ﹤0.01% 2254
2022
Q1 		$683K Buy
16,860
+8,649
+105% +$352K ﹤0.01% 2383
2021
Q4 		$364K Buy
8,211
+1,000
+14% +$43.2K ﹤0.01% 2792
2021
Q3 		$294K Buy
7,211
+852
+13% +$35.8K ﹤0.01% 2919
2021
Q2 		$258K Buy
6,359
+538
+9% +$21.2K ﹤0.01% 2996
2021
Q1 		$217K Buy
+5,821
New +$216K ﹤0.01% 2978

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OIA
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WI
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PFA
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