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

WisdomTree U.S. Efficient Core Fund logo
$48.10 +0.49 (+1.03%)
As of 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)
41
Total
Institutional Inflows
(last 12 months)
$148.52M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$40.88M
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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
1/15/2025 Wealthcare Advisory Partners LLC905,034$42.26M1.2%+2.2%3.694%
1/15/2025 Fermata Advisors LLC100,421$4.69M0.9%+2.1%0.410%
1/14/2025 Accurate Wealth Management LLC89,696$4.13M0.8%-3.7%0.366%
1/14/2025 Safeguard Financial LLC11,571$540K0.1%-8.1%0.047%
1/14/2025 Professional Financial Advisors LLC438,072$20.45M5.2%+2.0%1.788%
1/13/2025 ACT Advisors LLC.16,128$753K0.4%-6.9%0.066%
1/8/2025 Innova Wealth Partners24,000$1.12M0.7%N/A0.098%
1/6/2025 Insight 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%
10/25/2024Financial 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%
10/23/2024Leading Edge Financial Planning LLC37,397$1.76M0.6%-4.4%0.153%
10/22/2024Private Advisor Group LLC85,712$4.03M0.0%-8.2%0.350%
10/22/2024Ndwm LLC15,042$707K0.6%-80.9%0.061%
10/22/2024Sierra Capital LLC34,777$1.63M0.2%N/A0.142%
10/21/2024WJ Interests LLC851,861$40.03M17.6%-5.3%3.477%
10/19/2024 ACT Advisors LLC.17,327$814K0.4%-2.1%0.071%
10/18/2024 Accurate Wealth Management LLC93,150$4.38M0.9%+59.9%0.380%
10/16/2024Halbert 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%
10/8/2024CWM 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%
8/22/2024Cetera Investment Advisers558,644$24.53M0.1%+4.5%2.280%
8/16/2024Sunbelt Securities Inc.25,464$1.12M0.1%-3.1%0.104%
8/15/2024AQR Capital Management LLC174,481$7.66M0.0%+24.0%0.712%
8/13/2024AE Wealth Management LLC13,941$612K0.0%-6.6%0.057%
8/8/2024J.W. Cole Advisors Inc.9,491$417K0.0%-12.3%0.039%
8/8/2024Envestnet Asset Management Inc.62,648$2.75M0.0%-20.2%0.256%
8/6/2024Ausdal Financial Partners Inc.22,273$978K0.1%N/A0.091%
8/2/2024Belpointe Asset Management LLC36,546$1.61M0.1%-6.0%0.149%
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7/31/2024Commonwealth Equity Services LLC114,529$5.03M0.0%-47.6%0.467%
7/29/2024Financial Advocates Investment Management24,209$1.06M0.1%+3.7%0.099%
7/26/2024Harbour Investments Inc.4,134$182K0.0%+5.9%0.017%
7/26/2024Rational 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%
7/19/2024Western 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%
7/16/2024RHS Financial LLC58,386$2.56M1.6%-6.1%0.238%
7/16/2024ORBA Wealth Advisors L.L.C.76,195$3.35M1.7%-4.4%0.311%
7/16/2024Great 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%
7/16/2024WJ 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%
7/10/2024CWM 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%
5/24/2024Cetera Investment Advisers534,425$22.57M0.1%+4,175.4%2.181%
5/16/2024 Innova Wealth Partners23,032$973K0.8%+19.8%0.094%
5/14/2024Toronto Dominion Bank144,000$6.08M0.0%-68.5%0.588%
5/10/2024Osaic 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%
5/1/2024BNP Paribas Financial Markets268,975$11.36M0.0%+224.0%1.098%
5/1/2024ORBA Wealth Advisors L.L.C.79,667$3.36M1.9%-5.9%0.325%
4/30/2024Private Advisor Group LLC93,562$3.95M0.0%-49.0%0.382%
4/30/2024J.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%
4/23/2024Rational 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%
4/19/2024Ndwm LLC79,027$3.34M3.0%+0.8%0.327%
4/18/2024RHS 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%
4/15/2024Sunbelt 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%
4/10/2024WJ 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%
2/13/2024Cibc World Markets Corp16,095$633K0.0%+5.0%0.070%
2/13/2024Cetera Advisor Networks LLC495,324$19.47M0.1%+4.4%2.140%
2/13/2024Belpointe Asset Management LLC31,272$1.23M0.1%N/A0.135%
2/12/2024ORBA Wealth Advisors L.L.C.84,676$3.33M2.0%N/A0.366%
2/12/2024Ndwm LLC78,406$3.08M3.0%N/A0.339%
2/8/2024Financial 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%
2/7/2024BNP Paribas Financial Markets83,017$3.26M0.0%-15.2%0.359%
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2/6/2024Private 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%
2/2/2024Atria Wealth Solutions Inc.27,732$1.09M0.0%+10.8%0.120%
2/1/2024CWM 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%
1/29/2024Perigon Wealth Management LLC5,650$222K0.0%N/A0.024%
1/24/2024Halbert Hargrove Global Advisors LLC5,993,426$235.54M16.2%-0.7%25.890%
1/24/2024Private Trust Co. NA4,811$189K0.0%+13.3%0.021%
1/23/2024Venturi Wealth Management LLC24,000$943K0.1%N/A0.104%
(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, 72 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), Wealthcare Advisory Partners LLC ($42.26M), WJ Interests LLC ($40.03M), 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 60 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 ($895.00K), 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 9,514,419 shares in the last 24 months. This purchase volume represents approximately $475.93M in transactions.

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

Of the 46 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: Rational Advisors LLC ($872.34K), ACT Advisors LLC. ($428.94K), Toronto Dominion Bank ($313K), Money Concepts Capital Corp ($179.33K), Commonwealth Equity Services LLC ($104.23K), BNP Paribas Arbitrage SNC ($98.53K), and Private Advisor Group LLC ($97.50K).

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

Institutional investors have sold a total of 2,819,886 shares in the last 24 months. This volume of shares sold represents approximately $159.24M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 1/21/2025 by MarketBeat.com Staff
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