Sunbelt Securities’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
Q2 | $769K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $794K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.85M | Hold |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.89M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $505K | Buy |
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|
2019
Q3 | $312K | Buy |
|