Western Wealth Management’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 | $635K | Buy |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $537K | Sell |
|
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $774K | Buy |
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|
2020
Q3 | $484K | Buy |
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