Wealth Enhancement Advisory Services’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
Q2
$22M Sell
437,657
-53,712
-11% -$2.7M 0.04% 397
2025
Q1
$22.3M Buy
491,369
+26,307
+6% +$1.19M 0.04% 367
2024
Q4
$21.7M Buy
465,062
+43,347
+10% +$2.02M 0.04% 355
2024
Q3
$19.8M Buy
421,715
+47,866
+13% +$2.25M 0.04% 351
2024
Q2
$16.4M Buy
373,849
+18,747
+5% +$823K 0.04% 366
2024
Q1
$15M Buy
355,102
+16,893
+5% +$713K 0.04% 378
2023
Q4
$13.3M Buy
338,209
+45,908
+16% +$1.8M 0.04% 372
2023
Q3
$10.2M Buy
+292,301
New +$10.2M 0.03% 404