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 |
|