NTSX WISDOMTREE TR

Ownership history in ACT Advisors, LLC.  ·  22 quarters on record

AI Ownership Summary

ACT Advisors, LLC. reported WISDOMTREE TR (NTSX) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q1. The latest visible filing shows NTSX at 0.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NTSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACT Advisors, 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 Q1

NTSX was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 ACT Advisors, 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,680 -428 -2.7% 0.35% $818K 2026-04-14 $55.53
2025 Q4 REDUCED 16,108 -492 -3.0% 0.35% $883K 2026-01-14 $55.54
2025 Q3 ADDED 16,600 +677 +4.3% 0.36% $895K 2025-10-09 $53.84
2025 Q2 REDUCED 15,923 -205 -1.3% 0.37% $797K 2025-07-15 $49.46
2025 Q1 UNCHANGED 16,128 0% 0.40% $731K 2025-04-10 $42.06
2024 Q4 REDUCED 16,128 -1,199 -6.9% 0.41% $753K 2025-01-13 $45.50
2024 Q3 REDUCED 17,327 -373 -2.1% 0.38% $814K 2024-10-18 $46.38
2024 Q2 REDUCED 17,700 -666 -3.6% 0.40% $777K 2024-07-24 $43.03
2024 Q1 ADDED 18,366 +360 +2.0% 0.43% $776K 2024-04-17 $39.32
2023 Q4 ADDED 18,006 +2,341 +14.9% 0.40% $708K 2024-01-30 $39.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ACT Advisors, 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 ACT Advisors, LLC. reported owning NTSX?

ACT Advisors, LLC. reported NTSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NTSX position in ACT Advisors, LLC.'s portfolio?

The largest reported portfolio weight for NTSX was 0.43% in 2024 Q1.

What is the latest reported NTSX position on this page?

The most recent filing on this page is 2026 Q1, when ACT Advisors, LLC. reported 15,680 shares, equal to 0.35% of portfolio, with an estimated market value of $818K.

What does the chart on this NTSX ownership page compare?

The chart compares ACT Advisors, 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.

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