Accurate Wealth Management, LLC NTSX — WISDOMTREE TR

Ownership history in Accurate Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Accurate Wealth Management, LLC reported WISDOMTREE TR (NTSX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.88% in 2024 Q3. The latest visible filing shows NTSX at 0.08% 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 Accurate Wealth Management, LLC'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 Q2

NTSX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

NTSX stock page Accurate Wealth Management, LLC fund profile Accurate Wealth Management, LLC full holdings
How Accurate Wealth Management, LLC held NTSX — position size vs. price
% of Fund (quarterly)    NTSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 13,950 -6,045 -30.2% 0.08% $827K 2026-07-15 $59.48
2026 Q1 REDUCED 9.0% +13.1% ❌ 19,995 -1,978 -9.0% 0.13% $1.1M 2026-04-23 $56.26
2025 Q4 REDUCED — — — 21,973 -842 -3.7% 0.16% $1.2M 2026-01-14 $55.38
2025 Q3 REDUCED — — — 22,815 -384 -1.7% 0.16% $1.2M 2025-10-20 $54.16
2025 Q2 REDUCED 11.3% +7.7% ❌ 23,199 -2,967 -11.3% 0.18% $1.2M 2025-07-15 $49.32
2025 Q1 REDUCED 70.8% +10.8% ❌ 26,166 -63,530 -70.8% 0.22% $1.1M 2025-04-15 $43.11
2024 Q4 REDUCED — — — 89,696 -3,454 -3.7% 0.79% $4.1M 2025-01-14 $45.18
2024 Q3 ADDED — — — 93,150 +34,885 +59.9% 0.88% $4.4M 2024-10-17 $46.00
2024 Q2 INITIATED — — — 58,265 — — 0.63% $2.6M 2024-07-17 $44.00

🏢 Other funds also holding NTSX

As of 2026 Q2 — sorted by position size

Professional Financial Advisors, LLC 3Y 5.29% Fermata Advisors, LLC 3Y 1.41% Wealthcare Advisory Partners LLC 3Y 7Y 1.16% Innova Wealth Partners 3Y 0.56% Insight Wealth Strategies, LLC 3Y 7Y 0.22% TopTier Wealth Management, LLC 0.17% XY Planning Network, Inc. 0.13% Team Financial Group, LLC 0.11% Bison Wealth, LLC 0.08% Worth Asset Management, LLC 3Y 0.07%

FAQ About Accurate Wealth Management, LLC and NTSX

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

How long has Accurate Wealth Management, LLC reported owning NTSX?

Accurate Wealth Management, LLC reported NTSX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported NTSX position in Accurate Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NTSX was 0.88% in 2024 Q3.

What is the latest reported NTSX position on this page?

The most recent filing on this page is 2026 Q2, when Accurate Wealth Management, LLC reported 13,950 shares, equal to 0.08% of portfolio, with an estimated market value of $827K.

What does the chart on this NTSX ownership page compare?

The chart compares Accurate Wealth Management, LLC'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.

How well did Accurate Wealth Management, LLC time their NTSX position?

Based on 13F filing dates vs. subsequent NTSX price moves, Accurate Wealth Management, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on NTSX relative to SPY over the holding period was -1.3%.

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