NTSI — WISDOMTREE TR

Ownership history in OneDigital Investment Advisors LLC  ·  14 quarters on record

AI Ownership Summary

OneDigital Investment Advisors LLC reported WISDOMTREE TR (NTSI) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows NTSI at 0.21% 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 NTSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OneDigital Investment 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
2025 Q4

NTSI was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q4

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 2025 Q4

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.

NTSI stock page OneDigital Investment Advisors LLC fund profile OneDigital Investment Advisors LLC full holdings
How OneDigital Investment Advisors LLC held NTSI — position size vs. price
% of Fund (quarterly)    NTSI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 486,433 +4,094 +0.8% 0.21% $21.4M 2026-02-14 (Est.) $47.42
2025 Q3 REDUCED 482,339 -41,552 -7.9% 0.21% $20.6M 2025-11-10 $42.89
2025 Q2 REDUCED 523,891 -741 -0.1% 0.24% $21.5M 2025-08-07 $40.28
2025 Q1 ADDED 524,632 +29,680 +6.0% 0.24% $19.9M 2025-04-29 $37.74
2024 Q4 ADDED 494,952 +19,785 +4.2% 0.20% $17.4M 2025-02-13 $36.24
2024 Q3 ADDED 475,167 +18,371 +4.0% 0.21% $18.6M 2024-11-06 $34.52
2024 Q2 ADDED 456,796 +10,846 +2.4% 0.21% $16.6M 2024-08-02 $34.83
2024 Q1 ADDED 445,950 +3,884 +0.9% 0.26% $16.5M 2024-05-10 $34.63
2023 Q4 ADDED 442,066 +47,582 +12.1% 0.28% $15.8M 2024-02-13 $32.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NTSI

As of 2025 Q4 — sorted by position size

WJ Interests, LLC 3Y 12.56% SYM FINANCIAL Corp 3Y 7Y 11.03% Stenger Family Office, LLC 9.87% 46 Peaks LLC 8.9% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 6.53% Professional Financial Advisors, LLC 3Y 2.45% Fermata Advisors, LLC 3Y 0.58% Wealthcare Advisory Partners LLC 3Y 7Y 0.26% Leading Edge Financial Planning LLC 3Y 0.23% Barnes Wealth Management Group, Inc 0.12%

FAQ About OneDigital Investment Advisors LLC and NTSI

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

How long has OneDigital Investment Advisors LLC reported owning NTSI?

OneDigital Investment Advisors LLC reported NTSI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NTSI position in OneDigital Investment Advisors LLC's portfolio?

The largest reported portfolio weight for NTSI was 0.28% in 2023 Q4.

What is the latest reported NTSI position on this page?

The most recent filing on this page is 2025 Q4, when OneDigital Investment Advisors LLC reported 486,433 shares, equal to 0.21% of portfolio, with an estimated market value of $21.4M.

What does the chart on this NTSI ownership page compare?

The chart compares OneDigital Investment Advisors LLC's quarterly NTSI 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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