Wealthcare Advisory Partners’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 | $46.1M | Buy |
920,204
+16,016
| +2% | +$802K | 1.05% | 18 |
|
|
2025
Q1 | $41M | Sell |
904,188
-846
| -0.1% | -$38.3K | 1.1% | 18 |
|
|
2024
Q4 | $42.3M | Buy |
905,034
+19,666
| +2% | +$918K | 1.17% | 16 |
|
|
2024
Q3 | $41.6M | Buy |
885,368
+3,454
| +0.4% | +$162K | 1.19% | 16 |
|
|
2024
Q2 | $38.7M | Buy |
881,914
+6,579
| +0.8% | +$289K | 1.21% | 17 |
|
|
2024
Q1 | $37M | Buy |
875,335
+179,183
| +26% | +$7.57M | 1.21% | 15 |
|
|
2023
Q4 | $27.4M | Buy |
696,152
+21,945
| +3% | +$862K | 1.09% | 17 |
|
|
2023
Q3 | $23.6M | Buy |
674,207
+21,646
| +3% | +$757K | 1.08% | 18 |
|
|
2023
Q2 | $24.2M | Buy |
652,561
+49,068
| +8% | +$1.82M | 1.08% | 17 |
|
|
2023
Q1 | $21.2M | Buy |
603,493
+214,606
| +55% | +$7.52M | 0.91% | 22 |
|
|
2022
Q4 | $12.6M | Buy |
+388,887
| New | +$12.6M | 0.6% | 38 |
|