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

WisdomTree U.S. Efficient Core Fund logo
$47.45 +0.47 (+1.00%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Efficient Core Fund (NYSEARCA:NTSX)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$146.90M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$40.84M
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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
11/18/2024 Sunbelt Securities Inc.16,889$794K0.1%-33.7%0.069%
11/15/2024 IHT Wealth Management LLC22,895$1.10M0.0%+3.9%0.093%
11/14/2024 CreativeOne Wealth LLC11,199$526K0.0%N/A0.046%
11/13/2024 BNP Paribas Financial Markets343,280$16.13M0.0%-11.7%1.401%
11/12/2024 Great Valley Advisor Group Inc.5,945$279K0.0%-6.3%0.024%
11/6/2024 OneDigital Investment Advisors LLC732,705$34.43M0.4%+2.7%2.991%
11/5/2024 Harbour Investments Inc.4,374$206K0.0%+5.8%0.018%
10/30/2024 Rational Advisors LLC1,177,860$55.35M5.3%-7.7%4.808%
10/25/2024 Financial Advocates Investment Management24,926$1.17M0.1%+3.0%0.102%
10/24/2024 Wealth Enhancement Advisory Services LLC421,715$19.82M0.0%+12.8%1.721%
10/23/2024 Leading Edge Financial Planning LLC37,397$1.76M0.6%-4.4%0.153%
10/22/2024 Private Advisor Group LLC85,712$4.03M0.0%-8.2%0.350%
10/22/2024 Ndwm LLC15,042$707K0.6%-80.9%0.061%
10/22/2024 Sierra Capital LLC34,777$1.63M0.2%N/A0.142%
10/21/2024 WJ Interests LLC851,861$40.03M17.6%-5.3%3.477%
10/19/2024 ACT Advisors LLC.17,327$814K0.4%-2.1%0.071%
10/18/2024Accurate Wealth Management LLC93,150$4.38M0.9%+59.9%0.380%
10/16/2024 Halbert Hargrove Global Advisors LLC6,113,051$287.25M15.8%+0.3%24.951%
10/16/2024 Safeguard Financial LLC12,585$591K0.1%+9.1%0.051%
10/10/2024 Professional Financial Advisors LLC429,492$20.18M5.2%-1.9%1.753%
10/9/2024 Fermata Advisors LLC98,372$4.62M0.9%+1.0%0.402%
10/9/2024 Morton Capital Management LLC CA32,518$1.53M0.3%N/A0.133%
10/8/2024 CWM LLC1,135,125$53.34M0.2%+7.8%4.633%
10/8/2024 Insight Wealth Strategies LLC28,791$1.35M0.2%-1.5%0.118%
8/22/2024 Cetera Investment Advisers558,644$24.53M0.1%+4.5%2.280%
8/16/2024 Sunbelt Securities Inc.25,464$1.12M0.1%-3.1%0.104%
8/15/2024 AQR Capital Management LLC174,481$7.66M0.0%+24.0%0.712%
8/13/2024 AE Wealth Management LLC13,941$612K0.0%-6.6%0.057%
8/8/2024 J.W. Cole Advisors Inc.9,491$417K0.0%-12.3%0.039%
8/8/2024 Envestnet Asset Management Inc.62,648$2.75M0.0%-20.2%0.256%
8/6/2024 Ausdal Financial Partners Inc.22,273$978K0.1%N/A0.091%
8/2/2024 Belpointe Asset Management LLC36,546$1.61M0.1%-6.0%0.149%
7/31/2024Commonwealth Equity Services LLC114,529$5.03M0.0%-47.6%0.467%
7/29/2024 Financial Advocates Investment Management24,209$1.06M0.1%+3.7%0.099%
7/26/2024 Harbour Investments Inc.4,134$182K0.0%+5.9%0.017%
7/26/2024 Rational Advisors LLC1,275,588$56.01M5.5%+1.5%5.206%
7/24/2024 ACT Advisors LLC.17,700$777K0.4%-3.6%0.072%
7/19/2024 Western Wealth Management LLC13,670$600K0.0%-2.7%0.056%
7/18/2024 Professional Financial Advisors LLC437,765$19.22M5.3%+2.6%1.787%
7/16/2024 RHS Financial LLC58,386$2.56M1.6%-6.1%0.238%
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7/16/2024 ORBA Wealth Advisors L.L.C.76,195$3.35M1.7%-4.4%0.311%
7/16/2024 Great Valley Advisor Group Inc.6,345$279K0.0%N/A0.026%
7/16/2024 Wealth Enhancement Advisory Services LLC373,849$16.42M0.0%+5.3%1.526%
7/16/2024 WJ Interests LLC899,465$39.50M19.7%+2.9%3.671%
7/16/2024 Wedmont Private Capital10,054$456K0.0%N/A0.041%
7/13/2024 Fermata Advisors LLC97,436$4.28M1.0%-0.8%0.398%
7/10/2024 CWM LLC1,053,257$46.25M0.2%+4.2%4.299%
7/8/2024 Insight Wealth Strategies LLC29,227$1.28M0.2%+2.3%0.119%
5/24/2024Cetera Advisor Networks LLC517,746$21.86M0.1%+4.5%2.113%
5/24/2024Cetera Advisors LLC16,679$704K0.0%+201.7%0.068%
5/24/2024 Cetera Investment Advisers534,425$22.57M0.1%+4,175.4%2.181%
5/16/2024 Innova Wealth Partners23,032$973K0.8%+19.8%0.094%
5/14/2024 Toronto Dominion Bank144,000$6.08M0.0%-68.5%0.588%
5/10/2024 Osaic Holdings Inc.802,584$33.89M0.1%-1.6%3.276%
5/1/2024 Janney Montgomery Scott LLC24,098$1.02M0.0%-32.7%0.098%
5/1/2024 BNP Paribas Financial Markets268,975$11.36M0.0%+224.0%1.098%
5/1/2024 ORBA Wealth Advisors L.L.C.79,667$3.36M1.9%-5.9%0.325%
4/30/2024 Private Advisor Group LLC93,562$3.95M0.0%-49.0%0.382%
4/30/2024 J.W. Cole Advisors Inc.10,818$457K0.0%N/A0.044%
4/29/2024Commonwealth Equity Services LLC218,755$9.24M0.0%+2.0%0.893%
4/25/2024 Professional Financial Advisors LLC426,819$18.03M5.2%+110.8%1.767%
4/23/2024 Rational Advisors LLC1,256,568$53.07M4.9%N/A5.203%
4/23/2024KLR Investment Advisors LLC52,794$2.12M1.5%-15.6%0.219%
4/22/2024New Perspectives Inc6,668$282K0.2%N/A0.028%
4/19/2024 Ndwm LLC79,027$3.34M3.0%+0.8%0.327%
4/18/2024 RHS Financial LLC62,178$2.63M1.5%-7.3%0.257%
4/16/2024 Wealth Enhancement Advisory Services LLC355,102$15.00M0.0%+5.0%1.470%
4/15/2024 Wealthcare Advisory Partners LLC875,335$36.97M1.2%+25.7%3.625%
4/15/2024 Sunbelt Securities Inc.26,269$1.11M0.1%-9.2%0.109%
4/12/2024 Fermata Advisors LLC98,174$4.15M0.9%+1.3%0.407%
4/10/2024 WJ Interests LLC873,778$36.90M19.5%+2.7%3.774%
4/5/2024 Insight Wealth Strategies LLC28,557$1.21M0.2%-2.5%0.123%
2/13/2024 Cibc World Markets Corp16,095$633K0.0%+5.0%0.070%
2/13/2024Cetera Advisor Networks LLC495,324$19.47M0.1%+4.4%2.140%
2/13/2024 Belpointe Asset Management LLC31,272$1.23M0.1%N/A0.135%
2/12/2024 ORBA Wealth Advisors L.L.C.84,676$3.33M2.0%N/A0.366%
2/12/2024 Ndwm LLC78,406$3.08M3.0%N/A0.339%
2/8/2024 Financial Advocates Investment Management22,534$886K0.1%+12.7%0.097%
2/8/2024KLR Investment Advisors LLC62,532$2.46M1.8%-5.0%0.270%
2/8/2024 Janney Montgomery Scott LLC35,788$1.41M0.0%+6.7%0.155%
2/8/2024 Innova Wealth Partners19,233$756K0.7%-3.0%0.083%
2/7/2024 BNP Paribas Financial Markets83,017$3.26M0.0%-15.2%0.359%
2/6/2024 Private Advisor Group LLC183,434$7.21M0.1%+12.2%0.792%
2/6/2024 Wealthcare Advisory Partners LLC696,152$27.36M1.1%+3.3%3.007%
2/2/2024 Atria Wealth Solutions Inc.27,732$1.09M0.0%+10.8%0.120%
2/1/2024 CWM LLC940,147$36.95M0.2%+23.2%4.061%
1/30/2024 Safeguard Financial LLC11,478$451K0.2%+3.3%0.050%
1/30/2024 ACT Advisors LLC.18,006$708K0.4%+14.9%0.078%
1/29/2024 Perigon Wealth Management LLC5,650$222K0.0%N/A0.024%
1/24/2024 Halbert Hargrove Global Advisors LLC5,993,426$235.54M16.2%-0.7%25.890%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
1/24/2024 Private Trust Co. NA4,811$189K0.0%+13.3%0.021%
1/23/2024 Venturi Wealth Management LLC24,000$943K0.1%N/A0.104%
1/18/2024 RHS Financial LLC67,093$2.64M1.7%-7.9%0.290%
1/18/2024 Professional Financial Advisors LLC202,439$7.96M2.6%+13.8%0.874%
1/17/2024 WJ Interests LLC850,491$33.42M21.1%+0.2%3.674%
1/12/2024 Insight Wealth Strategies LLC29,292$1.15M0.2%+4.7%0.127%
12/11/2023 Sunbelt Securities Inc.35,286$1.23M0.2%-11.7%0.152%
11/15/2023 Integrated Wealth Concepts LLC103,213$3.61M0.1%-2.0%0.446%
11/13/2023 LPL Financial LLC286,293$10.01M0.0%+7.1%1.237%
11/13/2023 Envestnet Asset Management Inc.93,324$3.26M0.0%-5.7%0.403%
(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, 75 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 ($287.25M), Rational Advisors LLC ($55.35M), CWM LLC ($53.34M), WJ Interests LLC ($40.03M), Wealthcare Advisory Partners LLC ($36.97M), OneDigital Investment Advisors LLC ($34.43M), and Osaic Holdings Inc. ($33.89M).Learn more on NTSX's institutional investors.

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

Of the 62 institutional investors that purchased WisdomTree U.S. Efficient Core Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rational Advisors LLC ($1.58M), Osaic Holdings Inc. ($1.42M), CWM LLC ($974.49K), Halbert Hargrove Global Advisors LLC ($925.75K), Wealthcare Advisory Partners LLC ($875.34K), Resources Investment Advisors LLC. ($587.05K), and Cetera Investment Advisers ($546.14K).

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

Institutional investors have bought a total of 9,495,699 shares in the last 24 months. This purchase volume represents approximately $475.77M in transactions.

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

Of the 45 institutional investors that sold WisdomTree U.S. Efficient Core Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SYM FINANCIAL Corp ($1.50M), Rational Advisors LLC ($872.34K), ACT Advisors LLC. ($427.74K), Toronto Dominion Bank ($313K), Money Concepts Capital Corp ($179.33K), Commonwealth Equity Services LLC ($104.23K), and Private Advisor Group LLC ($99.59K).

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

Institutional investors have sold a total of 4,325,130 shares in the last 24 months. This volume of shares sold represents approximately $257.03M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 12/22/2024 by MarketBeat.com Staff
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