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NTSXNTSX
21 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in WISDOMTREE U.S. EFFICIENT CORE FUND

AE Wealth Management LLC holds 8,514 shares of NTSX (WISDOMTREE U.S. EFFICIENT CORE FUND), worth $502,753 as of 2026-Q2. The position was decreased (-8.4% shares). NTSX represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$502,753

Current Shares

8,514

Total Value Change

-$2.6M

Total Shares Change

-68,173

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,514
-8.4%
$502,7530.0%$59.05
0
2026-Q1
Increased
9,293
+12.0%
$484,6270.0%$54.80
27
2025-Q4
Increased
8,297
+32.8%
$454,7790.0%$55.42
31
2025-Q3
Decreased
6,249
-27.7%
$336,9400.0%$53.58
0
2025-Q2
Decreased
8,641
-14.7%
$432,5780.0%$49.38
0
2025-Q1
Decreased
10,124
-24.8%
$458,6980.0%$44.66
0
2024-Q4
Increased
13,460
+5.7%
$628,4700.0%$46.54
26
2024-Q3
Decreased
12,729
-8.7%
$598,1300.0%$46.16
0
2024-Q2
Decreased
13,941
-6.6%
$612,1660.0%$43.10
0
2024-Q1
Decreased
14,923
-95.9%
$630,2010.0%$41.34
0
2023-Q4
Increased
365,556
+16.8%
$14.6M0.1%$38.37
33
2023-Q3
Increased
313,035
+2.3%
$10.9M0.1%$34.02
28
2023-Q2
Increased
305,889
+6.4%
$11.3M0.1%$35.48
30
2023-Q1
Increased
287,518
+9.3%
$10.1M0.1%$33.43
30
2022-Q4
Increased
263,019
+9.5%
$8.5M0.1%$31.28
30
2022-Q3
Increased
240,219
+30.5%
$7.3M0.1%$29.85
35
2022-Q2
Increased
184,038
+106.6%
$6.1M0.0%$31.97
44
2022-Q1
Increased
89,061
+202.3%
$3.6M0.0%$39.27
43
2021-Q4
Decreased
29,464
-0.9%
$1.3M0.0%$42.39
0
2021-Q3
Decreased
29,731
-61.2%
$1.2M0.0%$38.92
0
2021-Q2
New
76,687
-
$3.1M0.0%$38.43
37

Other major holders of NTSX: BNP PARIBAS FINANCIAL MARKETS, OSAIC HOLDINGS, INC., OneDigital Investment Advisors LLC

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