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WisdomTree U.S. Efficient Core Fund (NTSX) Institutional Ownership

WisdomTree U.S. Efficient Core Fund logo
$52.09 +0.71 (+1.38%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Efficient Core Fund (NYSEARCA:NTSX)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$63.69M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$72.01M
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NTSX Institutional Buying and Selling by Quarter

WisdomTree U.S. Efficient Core Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025Perennial Investment Advisors LLC130,587$6.54M0.6%-30.8%0.544%
8/11/2025United Advisor Group LLC11,751$588K0.1%+11.0%0.049%
8/11/2025Western Wealth Management LLC12,679$635K0.0%+5.9%0.053%
8/8/2025 Rockefeller Capital Management L.P.17,560$879K0.0%+7.0%0.073%
8/6/2025 AE Wealth Management LLC8,641$433K0.0%-14.6%0.036%
8/6/2025 Golden State Wealth Management LLC23,245$1.16M0.1%+5.6%0.097%
8/6/2025 ORBA Wealth Advisors L.L.C.33,772$1.69M1.5%-53.8%0.141%
8/5/2025 Astra Wealth Partners LLC7,800$390K0.3%+5.1%0.033%
8/1/2025 Envestnet Asset Management Inc.11,757$589K0.0%-17.8%0.049%
7/31/2025 Ndwm LLC12,347$618K0.5%-10.7%0.051%
7/31/2025 Rational Advisors Inc.779,076$39.00M3.9%-13.9%3.246%
7/28/2025 WealthPlan Investment Management LLC11,799$591K0.0%N/A0.049%
7/28/2025 Harbour Investments Inc.6,818$341K0.0%+7.7%0.028%
7/28/2025 Innova Wealth Partners23,755$1.19M0.7%-1.1%0.099%
7/25/2025 RHS Financial LLC58,515$2.93M1.7%+5.5%0.244%
7/25/2025 CWM LLC1,263,664$63.26M0.2%+6.0%5.265%
7/23/2025 REAP Financial Group LLC18,562$929K0.2%-6.1%0.077%
7/22/2025 Belpointe Asset Management LLC23,516$1.18M0.0%-23.2%0.098%
7/22/2025 Wealthcare Advisory Partners LLC920,204$46.07M1.1%+1.8%3.818%
7/18/2025 Magnolia Private Wealth LLC4,626$232K0.2%-24.0%0.019%
7/17/2025 Halbert Hargrove Global Advisors LLC6,002,518$300.49M15.7%-0.3%24.907%
7/16/2025 Perigon Wealth Management LLC4,922$246K0.0%+7.1%0.020%
7/16/2025 Leading Edge Financial Planning LLC37,579$1.88M0.5%+4.6%0.156%
7/15/2025 Accurate Wealth Management LLC23,199$1.17M0.2%-11.3%0.096%
7/15/2025 Oregon Pacific Wealth Management LLC16,739$838K0.8%-2.0%0.069%
7/15/2025 ACT Advisors LLC.15,923$797K0.4%-1.3%0.066%
7/11/2025 Farther Finance Advisors LLC3,920$196K0.0%+181.0%0.016%
7/10/2025 Wealth Enhancement Advisory Services LLC437,657$22.00M0.0%-10.9%1.816%
7/10/2025 Professional Financial Advisors LLC477,465$23.90M5.5%+5.6%1.981%
7/9/2025 Tounjian Advisory Partners LLC5,110$256K0.0%-7.4%0.021%
7/9/2025 Fermata Advisors LLC112,867$5.65M1.5%+9.8%0.468%
7/7/2025 Insight Wealth Strategies LLC31,093$1.55M0.2%-5.2%0.129%
5/20/2025 Belpointe Asset Management LLC30,607$1.39M0.1%-15.4%0.124%
5/19/2025Jane Street Group LLC27,922$1.27M0.0%N/A0.114%
5/16/2025NewEdge Advisors LLC18,732$849K0.0%-11.1%0.076%
5/16/2025AQR Capital Management LLC265,752$12.04M0.0%+27.2%1.080%
5/15/2025OLD Mission Capital LLC21,588$978K0.0%N/A0.088%
5/14/2025Smartleaf Asset Management LLC1,822$82K0.0%+1,418.3%0.007%
5/14/2025Kestra Advisory Services LLC84,378$3.82M0.0%+11.0%0.343%
5/14/2025Barnes Wealth Management Group Inc5,842$265K0.2%+21.4%0.024%
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5/9/2025 Costello Asset Management INC910$41K0.0%N/A0.004%
5/9/2025Bravias Capital Group LLC76,794$3.48M2.8%-2.0%0.312%
5/8/2025 Harbour Investments Inc.6,330$287K0.0%+13.7%0.026%
5/7/2025LPL Financial LLC448,283$20.31M0.0%+4.0%1.822%
5/6/2025 Cetera Investment Advisers560,882$25.41M0.0%-1.9%2.280%
5/6/2025 AE Wealth Management LLC10,124$459K0.0%-24.8%0.041%
5/6/2025 SYM FINANCIAL Corp594$27K0.0%N/A0.002%
5/5/2025 Kestra Private Wealth Services LLC9,355$424K0.0%-24.0%0.038%
5/5/2025Private Advisor Group LLC75,740$3.43M0.0%-10.2%0.309%
5/5/2025Transce3nd LLC5,487$249K0.1%-17.5%0.022%
5/2/2025 Ndwm LLC13,828$627K0.6%-8.1%0.056%
5/1/2025 CWM LLC1,192,606$54.04M0.2%+2.5%4.858%
5/1/2025 Rational Advisors Inc.904,332$40.98M4.1%-16.3%3.684%
4/30/2025Sierra Capital LLC21,439$971K0.1%-38.4%0.087%
4/29/2025 Envestnet Asset Management Inc.14,309$648K0.0%-20.1%0.058%
4/29/2025 OneDigital Investment Advisors LLC755,731$34.24M0.4%+1.5%3.078%
4/28/2025 Oregon Pacific Wealth Management LLC17,083$774K0.8%+4.1%0.070%
4/24/2025 Golden State Wealth Management LLC22,014$997K0.1%+16.0%0.090%
4/23/2025 Golden State Wealth Management LLC44,018$2.00M0.1%+131.9%0.179%
4/23/2025 Leading Edge Financial Planning LLC35,934$1.63M0.5%-3.5%0.146%
4/23/2025 Professional Financial Advisors LLC452,243$20.49M5.2%+3.2%1.842%
4/21/2025 WJ Interests LLC603,926$27.36M12.7%-26.7%2.460%
4/21/2025United Advisor Group LLC10,591$480K0.1%+91.2%0.043%
4/18/2025 Halbert Hargrove Global Advisors LLC6,018,612$272.70M15.4%-1.1%24.516%
4/17/2025 Janney Montgomery Scott LLC9,191$416K0.0%N/A0.037%
4/17/2025 Howard Bailey Securities LLC278,472$12.62M5.1%-7.9%1.134%
4/17/2025 RHS Financial LLC55,439$2.51M1.4%-2.2%0.226%
4/17/2025 ORBA Wealth Advisors L.L.C.73,053$3.31M1.7%-0.4%0.298%
4/16/2025 Wealth Enhancement Advisory Services LLC491,369$22.26M0.0%+5.7%2.002%
4/15/2025 Accurate Wealth Management LLC26,166$1.13M0.2%-70.8%0.107%
4/15/2025 Wealthcare Advisory Partners LLC904,188$40.97M1.1%-0.1%3.683%
4/14/2025 Tounjian Advisory Partners LLC5,516$250K0.0%N/A0.022%
4/14/2025 Farther Finance Advisors LLC1,395$64K0.0%N/A0.006%
4/11/2025Safeguard Financial LLC13,251$600K0.1%+14.5%0.053%
4/10/2025 Fermata Advisors LLC102,831$4.66M0.8%+2.4%0.413%
3/17/2025 Wealth Enhancement Advisory Services LLC465,062$21.71M0.0%+10.3%1.868%
2/27/2025 REAP Financial Group LLC24,836$1.16M0.3%-15.1%0.100%
2/25/2025 Armis Advisers LLC71,127$3.32M0.4%N/A0.286%
2/24/2025 Ameriflex Group Inc.11,642$561K0.3%N/A0.047%
2/24/2025United Advisor Group LLC5,539$259K0.1%N/A0.022%
2/18/2025Sunbelt Securities Inc.16,480$776K0.1%-2.4%0.067%
2/17/2025 Ground Swell Capital LLC4,347$203K0.3%N/A0.018%
2/17/2025 Cetera Investment Advisers571,718$26.69M0.1%+1.3%2.334%
2/17/2025BNP Paribas Financial Markets319,826$14.93M0.0%-6.8%1.305%
2/14/2025AQR Capital Management LLC208,849$9.75M0.0%+17.9%0.852%
2/14/2025IHT Wealth Management LLC8,245$385K0.0%-64.0%0.034%
2/14/2025 OneDigital Investment Advisors LLC744,752$34.77M0.4%+1.6%3.040%
2/14/2025Transce3nd LLC6,653$311K0.1%N/A0.027%
2/13/2025NewEdge Advisors LLC21,060$983K0.0%N/A0.086%
2/13/2025 Envestnet Asset Management Inc.17,904$836K0.0%-69.5%0.073%
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2/13/2025Perennial Investment Advisors LLC191,781$8.96M1.1%+0.4%0.783%
2/12/2025 Astra Wealth Partners LLC7,425$347K0.3%N/A0.030%
2/12/2025Ausdal Financial Partners Inc.29,335$1.37M0.1%-1.6%0.120%
2/11/2025LPL Financial LLC430,903$20.12M0.0%+45.2%1.759%
2/10/2025Cibc World Markets Corp83,257$3.89M0.0%-1.7%0.340%
2/10/2025 Harbour Investments Inc.5,565$260K0.0%+27.2%0.023%
2/10/2025Corient Private Wealth LLC13,200$616K0.0%+164.0%0.054%
2/10/2025 Commonwealth Equity Services LLC60,543$2.83M0.0%-39.6%0.247%
2/7/2025Independent Advisor Alliance27,775$1.30M0.0%N/A0.113%
2/6/2025Synergy Investment Management LLC2,606$122K0.1%N/A0.011%
(Data available from 1/1/2016 forward)

NTSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NTSX shares?

During the previous two years, 86 institutional investors and hedge funds held shares of WisdomTree U.S. Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($300.49M), CWM LLC ($63.26M), Rational Advisors LLC ($50.43M), Wealthcare Advisory Partners LLC ($46.07M), Rational Advisors Inc. ($39.00M), OneDigital Investment Advisors LLC ($34.24M), and Osaic Holdings Inc. ($33.89M).Learn more on WisdomTree U.S. Efficient Core Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Efficient Core Fund's stock?

Of the 77 institutional investors that purchased WisdomTree U.S. Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rational Advisors LLC ($1.28M), Osaic Holdings Inc. ($708.49K), Cetera Investment Advisers ($553.41K), CWM LLC ($482.90K), Professional Financial Advisors LLC ($310.56K), Wealthcare Advisory Partners LLC ($258.46K), and BNP Paribas Financial Markets ($185.96K).

How much institutional buying is happening at WisdomTree U.S. Efficient Core Fund?

Institutional investors have bought a total of 1,363,266 shares in the last 24 months. This purchase volume represents approximately $63.69M in transactions.

Which of WisdomTree U.S. Efficient Core Fund's major shareholders have been selling company stock?

Of the 41 institutional investors that sold WisdomTree U.S. Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rational Advisors Inc. ($301.09K), WJ Interests LLC ($295.54K), Rational Advisors LLC ($195.42K), Halbert Hargrove Global Advisors LLC ($110.53K), Accurate Wealth Management LLC ($69.95K), BNP Paribas Financial Markets ($69.14K), and Ndwm LLC ($66.51K).

How much institutional selling is happening at WisdomTree U.S. Efficient Core Fund?

Institutional investors have sold a total of 1,535,844 shares in the last 24 months. This volume of shares sold represents approximately $72.01M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 8/12/2025 by MarketBeat.com Staff
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