NTSX — WISDOMTREE TR

Ownership history in Wright Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Wright Wealth LLC reported a position in WISDOMTREE TR (NTSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.83% (2025 Q4)
Avg. % of fund
0.83%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 23,367 — — 0.83% $1.3M $54.81
% of Fund (quarterly)    NTSX price (monthly, adj. close)

Other funds also holding NTSX

As of 2025 Q4 — sorted by position size

46 Peaks LLC 17.23% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 14.16% WJ Interests, LLC 3Y 10.94% Professional Financial Advisors, LLC 3Y 5.47% RATIONAL ADVISORS, INC. 3Y 7Y 3.63% Fermata Advisors, LLC 3Y 1.63% RHS Financial, LLC 3Y 7Y 1.4% Wealthcare Advisory Partners LLC 3Y 7Y 1.0% ORBA Wealth Advisors, L.L.C. 0.98% Oregon Pacific Wealth Management, LLC 0.85%
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