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

WisdomTree U.S. Efficient Core Fund logo
$49.97 -0.30 (-0.60%)
Closing price 07/7/2025 04:10 PM Eastern
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$49.98 +0.02 (+0.03%)
As of 07:10 AM 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)
53
Total
Institutional Inflows
(last 12 months)
$63.24M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$62.22M
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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
7/7/2025Insight Wealth Strategies LLC31,093$1.55M0.2%-5.2%0.129%
5/20/2025Belpointe 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%
5/9/2025Costello Asset Management INC910$41K0.0%N/A0.004%
5/9/2025Bravias Capital Group LLC76,794$3.48M2.8%-2.0%0.312%
5/8/2025Harbour Investments Inc.6,330$287K0.0%+13.7%0.026%
5/7/2025LPL Financial LLC448,283$20.31M0.0%+4.0%1.822%
5/6/2025Cetera Investment Advisers560,882$25.41M0.0%-1.9%2.280%
5/6/2025AE Wealth Management LLC10,124$459K0.0%-24.8%0.041%
5/6/2025SYM FINANCIAL Corp594$27K0.0%N/A0.002%
5/5/2025Kestra 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%
5/2/2025Ndwm LLC13,828$627K0.6%-8.1%0.056%
5/1/2025CWM LLC1,192,606$54.04M0.2%+2.5%4.858%
5/1/2025Rational Advisors Inc.904,332$40.98M4.1%-16.3%3.684%
4/30/2025Sierra Capital LLC21,439$971K0.1%-38.4%0.087%
4/29/2025Envestnet Asset Management Inc.14,309$648K0.0%-20.1%0.058%
4/29/2025OneDigital Investment Advisors LLC755,731$34.24M0.4%+1.5%3.078%
4/28/2025Oregon Pacific Wealth Management LLC17,083$774K0.8%+4.1%0.070%
4/24/2025Golden State Wealth Management LLC22,014$997K0.1%+16.0%0.090%
4/23/2025Golden State Wealth Management LLC44,018$2.00M0.1%+131.9%0.179%
4/23/2025Leading Edge Financial Planning LLC35,934$1.63M0.5%-3.5%0.146%
4/23/2025Professional Financial Advisors LLC452,243$20.49M5.2%+3.2%1.842%
4/21/2025WJ Interests LLC603,926$27.36M12.7%-26.7%2.460%
4/21/2025United Advisor Group LLC10,591$480K0.1%+91.2%0.043%
4/18/2025Halbert Hargrove Global Advisors LLC6,018,612$272.70M15.4%-1.1%24.516%
4/17/2025Janney Montgomery Scott LLC9,191$416K0.0%N/A0.037%
4/17/2025Howard Bailey Securities LLC278,472$12.62M5.1%-7.9%1.134%
4/17/2025RHS Financial LLC55,439$2.51M1.4%-2.2%0.226%
4/17/2025ORBA Wealth Advisors L.L.C.73,053$3.31M1.7%-0.4%0.298%
4/16/2025Wealth Enhancement Advisory Services LLC491,369$22.26M0.0%+5.7%2.002%
4/15/2025Accurate Wealth Management LLC26,166$1.13M0.2%-70.8%0.107%
4/15/2025Wealthcare Advisory Partners LLC904,188$40.97M1.1%-0.1%3.683%
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4/14/2025Tounjian Advisory Partners LLC5,516$250K0.0%N/A0.022%
4/14/2025Farther Finance Advisors LLC1,395$64K0.0%N/A0.006%
4/11/2025Safeguard Financial LLC13,251$600K0.1%+14.5%0.053%
4/10/2025Fermata Advisors LLC102,831$4.66M0.8%+2.4%0.413%
3/17/2025Wealth Enhancement Advisory Services LLC465,062$21.71M0.0%+10.3%1.868%
2/27/2025REAP Financial Group LLC24,836$1.16M0.3%-15.1%0.100%
2/25/2025Armis Advisers LLC71,127$3.32M0.4%N/A0.286%
2/24/2025Ameriflex 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%
2/17/2025Ground Swell Capital LLC4,347$203K0.3%N/A0.018%
2/17/2025Cetera 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%
2/14/2025OneDigital 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%
2/13/2025Envestnet Asset Management Inc.17,904$836K0.0%-69.5%0.073%
2/13/2025Perennial Investment Advisors LLC191,781$8.96M1.1%+0.4%0.783%
2/12/2025Astra 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%
2/10/2025Harbour Investments Inc.5,565$260K0.0%+27.2%0.023%
2/10/2025Corient Private Wealth LLC13,200$616K0.0%+164.0%0.054%
2/10/2025Commonwealth 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%
2/6/2025Bravias Capital Group LLC78,339$3.77M3.1%N/A0.320%
2/5/2025Halbert Hargrove Global Advisors LLC6,084,006$284.06M15.8%-0.5%24.833%
2/5/2025Private Trust Co. NA4,772$223K0.0%-15.9%0.019%
2/5/2025Magnolia Private Wealth LLC6,086$284K0.2%N/A0.025%
2/5/2025ORBA Wealth Advisors L.L.C.73,366$3.43M1.8%-3.7%0.299%
2/4/2025WJ Interests LLC823,827$38.46M18.6%-3.3%3.363%
2/3/2025RW Investment Management LLC5,178$242K0.0%N/A0.021%
2/3/2025Private Advisor Group LLC84,338$3.94M0.0%-1.6%0.344%
1/31/2025Rational Advisors LLC1,080,170$50.43M4.9%-8.3%4.409%
1/29/2025Howard Bailey Securities LLC302,282$14.11M5.2%+3.5%1.234%
1/29/2025Balentine LLC10,588$494K0.0%N/A0.043%
1/28/2025Golden State Wealth Management LLC18,979$886K0.1%N/A0.077%
1/27/2025Financial Advocates Investment Management25,873$1.21M0.1%+3.8%0.106%
1/24/2025Oregon Pacific Wealth Management LLC16,411$766K0.8%N/A0.067%
1/22/2025Baldwin Wealth Partners LLC MA5,287$247K0.0%-88.5%0.022%
1/15/2025Wealthcare Advisory Partners LLC905,034$42.26M1.2%+2.2%3.694%
1/15/2025Fermata Advisors LLC100,421$4.69M0.9%+2.1%0.410%
1/14/2025Accurate Wealth Management LLC89,696$4.13M0.8%-3.7%0.366%
1/14/2025Safeguard Financial LLC11,571$540K0.1%-8.1%0.047%
1/14/2025Professional Financial Advisors LLC438,072$20.45M5.2%+2.0%1.788%
1/13/2025ACT Advisors LLC.16,128$753K0.4%-6.9%0.066%
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1/8/2025Innova Wealth Partners24,000$1.12M0.7%N/A0.098%
1/6/2025Insight Wealth Strategies LLC32,734$1.53M0.2%+13.7%0.134%
11/18/2024Sunbelt Securities Inc.16,889$794K0.1%-33.7%0.069%
11/15/2024IHT Wealth Management LLC22,895$1.10M0.0%+3.9%0.093%
11/14/2024CreativeOne Wealth LLC11,199$526K0.0%N/A0.046%
11/13/2024BNP Paribas Financial Markets343,280$16.13M0.0%-11.7%1.401%
11/12/2024Great Valley Advisor Group Inc.5,945$279K0.0%-6.3%0.024%
11/6/2024OneDigital Investment Advisors LLC732,705$34.43M0.4%+2.7%2.991%
11/5/2024Harbour Investments Inc.4,374$206K0.0%+5.8%0.018%
10/30/2024Rational Advisors LLC1,177,860$55.35M5.3%-7.7%4.808%
(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, 88 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 ($272.70M), CWM LLC ($54.04M), Rational Advisors LLC ($50.43M), Rational Advisors Inc. ($40.98M), Wealthcare Advisory Partners LLC ($40.97M), 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 76 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 ($1.55M), Osaic Holdings Inc. ($1.42M), Cetera Investment Advisers ($553.41K), CWM LLC ($501.96K), Professional Financial Advisors LLC ($460.52K), Wealthcare Advisory Partners LLC ($291.51K), 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 1,373,549 shares in the last 24 months. This purchase volume represents approximately $63.24M in transactions.

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

Of the 38 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: WJ Interests LLC ($295.54K), Rational Advisors LLC ($195.42K), Rational Advisors Inc. ($175.84K), Commonwealth Equity Services LLC ($143.99K), Halbert Hargrove Global Advisors LLC ($94.44K), BNP Paribas Financial Markets ($69.14K), and Accurate Wealth Management LLC ($66.98K).

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

Institutional investors have sold a total of 1,356,619 shares in the last 24 months. This volume of shares sold represents approximately $62.22M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 7/8/2025 by MarketBeat.com Staff
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