NTSX β€” WISDOMTREE TR

Ownership history in Abound Wealth Management  Β·  1 quarter on record

AI Ownership Summary

Abound Wealth Management reported WISDOMTREE TR (NTSX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows NTSX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NTSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NTSX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held NTSX β€” position size vs. price
% of Fund (quarterly)    NTSX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 108 β€” β€” 0.00% $6K 2026-04-10 $54.24

FAQ About Abound Wealth Management and NTSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning NTSX?

Abound Wealth Management reported NTSX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported NTSX position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for NTSX was 0.00% in 2026 Q1.

What is the latest reported NTSX position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 108 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this NTSX ownership page compare?

The chart compares Abound Wealth Management's quarterly NTSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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