NTSX WISDOMTREE TR

Ownership history in WJ Interests, LLC  ·  15 quarters on record

AI Ownership Summary

WJ Interests, LLC reported WISDOMTREE TR (NTSX) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 21.08% in 2023 Q4. The latest visible filing shows NTSX at 10.94% 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 WJ Interests, 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

NTSX was reported at 10.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.08% 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.

How WJ Interests, LLC held NTSX — position size vs. price
% of Fund (quarterly)    NTSX 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 REDUCED 463,805 -33,228 -6.7% 10.94% $25.4M 2026-02-14 (Est.) $54.72
2025 Q3 REDUCED 497,033 -90,171 -15.4% 10.82% $26.8M 2025-10-20 $54.31
2025 Q2 REDUCED 587,204 -16,722 -2.8% 12.57% $29.4M 2025-07-22 $50.25
2025 Q1 REDUCED 603,926 -219,901 -26.7% 12.73% $27.4M 2025-04-21 $41.39
2024 Q4 REDUCED 823,827 -28,034 -3.3% 18.56% $38.5M 2025-02-04 $47.63
2024 Q3 REDUCED 851,861 -47,604 -5.3% 17.65% $40.0M 2024-10-21 $46.12
2024 Q2 ADDED 899,465 +25,687 +2.9% 19.67% $39.5M 2024-07-16 $44.77
2024 Q1 ADDED 873,778 +23,287 +2.7% 19.47% $36.9M 2024-04-10 $40.50
2023 Q4 ADDED 850,491 +1,924 +0.2% 21.08% $33.4M 2024-01-17 $37.96
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WJ Interests, 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 WJ Interests, LLC reported owning NTSX?

WJ Interests, LLC reported NTSX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NTSX position in WJ Interests, LLC's portfolio?

The largest reported portfolio weight for NTSX was 21.08% in 2023 Q4.

What is the latest reported NTSX position on this page?

The most recent filing on this page is 2025 Q4, when WJ Interests, LLC reported 463,805 shares, equal to 10.94% of portfolio, with an estimated market value of $25.4M.

What does the chart on this NTSX ownership page compare?

The chart compares WJ Interests, 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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