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

WisdomTree U.S. Efficient Core Fund logo
$44.99 -0.71 (-1.54%)
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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)
50
Total
Institutional Inflows
(last 12 months)
$155.24M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$53.68M
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NTSX Institutional Buying and Selling by Quarter

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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
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%
2/24/2025 United Advisor Group LLC5,539$259K0.1%N/A0.022%
2/18/2025 Sunbelt 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%
2/17/2025 BNP Paribas Financial Markets319,826$14.93M0.0%-6.8%1.305%
2/14/2025 AQR Capital Management LLC208,849$9.75M0.0%+17.9%0.852%
2/14/2025 IHT 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%
2/14/2025 Transce3nd LLC6,653$311K0.1%N/A0.027%
2/13/2025 NewEdge Advisors LLC21,060$983K0.0%N/A0.086%
2/13/2025 Envestnet Asset Management Inc.17,904$836K0.0%-69.5%0.073%
2/13/2025 Perennial Investment Advisors LLC191,781$8.96M1.1%+0.4%0.783%
2/12/2025 Astra Wealth Partners LLC7,425$347K0.3%N/A0.030%
2/12/2025 Ausdal Financial Partners Inc.29,335$1.37M0.1%-1.6%0.120%
2/11/2025 LPL Financial LLC430,903$20.12M0.0%+45.2%1.759%
2/10/2025 Cibc 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%
2/10/2025 Corient 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%
2/7/2025 Independent Advisor Alliance27,775$1.30M0.0%N/A0.113%
2/6/2025 Synergy Investment Management LLC2,606$122K0.1%N/A0.011%
2/6/2025 Bravias Capital Group LLC78,339$3.77M3.1%N/A0.320%
2/5/2025 Halbert Hargrove Global Advisors LLC6,084,006$284.06M15.8%-0.5%24.833%
2/5/2025 Private Trust Co. NA4,772$223K0.0%-15.9%0.019%
2/5/2025 Magnolia Private Wealth LLC6,086$284K0.2%N/A0.025%
2/5/2025 ORBA Wealth Advisors L.L.C.73,366$3.43M1.8%-3.7%0.299%
2/4/2025 WJ Interests LLC823,827$38.46M18.6%-3.3%3.363%
2/3/2025 RW Investment Management LLC5,178$242K0.0%N/A0.021%
2/3/2025 Private Advisor Group LLC84,338$3.94M0.0%-1.6%0.344%
1/31/2025 Rational Advisors LLC1,080,170$50.43M4.9%-8.3%4.409%
1/29/2025 Howard Bailey Securities LLC302,282$14.11M5.2%+3.5%1.234%
1/29/2025 Balentine LLC10,588$494K0.0%N/A0.043%
1/28/2025 Golden State Wealth Management LLC18,979$886K0.1%N/A0.077%
1/27/2025 Financial Advocates Investment Management25,873$1.21M0.1%+3.8%0.106%
1/24/2025 Oregon Pacific Wealth Management LLC16,411$766K0.8%N/A0.067%
1/22/2025 Baldwin Wealth Partners LLC MA5,287$247K0.0%-88.5%0.022%
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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%
11/18/2024 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%
10/18/2024 Accurate 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%
7/31/2024 Commonwealth 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%
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%
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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%
(Data available from 1/1/2016 forward)

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NTSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NTSX shares?

During the previous two years, 89 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 ($284.06M), CWM LLC ($53.34M), Rational Advisors LLC ($50.43M), Wealthcare Advisory Partners LLC ($42.26M), WJ Interests LLC ($38.46M), OneDigital Investment Advisors LLC ($34.77M), 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 73 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 ($1.55M), Osaic Holdings Inc. ($1.42M), Cetera Investment Advisers ($553.41K), CWM LLC ($531.72K), Wealthcare Advisory Partners LLC ($506.11K), Professional Financial Advisors LLC ($446.35K), and Resources Investment Advisors LLC. ($283.66K).

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

Institutional investors have bought a total of 7,839,112 shares in the last 24 months. This purchase volume represents approximately $357.30M in transactions.

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

Of the 51 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 ($970.03K), ACT Advisors LLC. ($428.94K), Toronto Dominion Bank ($313K), Money Concepts Capital Corp ($179.33K), Commonwealth Equity Services LLC ($143.99K), WJ Interests LLC ($113.60K), and Private Advisor Group LLC ($98.87K).

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

Institutional investors have sold a total of 3,039,628 shares in the last 24 months. This volume of shares sold represents approximately $167.56M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 3/28/2025 by MarketBeat.com Staff
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