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WisdomTree Emerging Markets Efficient Core Fund (NTSE) Institutional Ownership

$46.25 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
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$46.23 -0.02 (-0.04%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets Efficient Core Fund (NYSEARCA:NTSE)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.46M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.71M
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NTSE Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets Efficient Core Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026OLD Mission Capital LLC28,591$1.08M0.0%+7.9%2.599%
2/13/2026Kestra Advisory Services LLC3,092$117K0.0%N/A0.281%
2/12/2026Jane Street Group LLC5,858$221K0.0%-48.3%0.533%
2/12/2026Commonwealth Equity Services LLC7,265$274K0.0%-17.9%0.660%
2/11/2026LPL Financial LLC34,520$1.30M0.0%+2.0%3.138%
2/4/2026Drive Wealth Management LLC20,453$772K0.2%+10.7%1.859%
1/23/2026Halbert Hargrove Global Advisors LLC6,668$252K0.0%-17.7%0.702%
1/15/2026Professional Financial Advisors LLC71,203$2.69M0.5%+1.2%7.495%
1/14/2026Wealthcare Advisory Partners LLC114,698$4.33M0.1%-2.8%12.073%
1/8/2026Fermata Advisors LLC5,533$209K0.1%N/A0.582%
11/17/2025Citadel Advisors LLC17,079$619K0.0%N/A1.798%
11/10/2025OneDigital Investment Advisors LLC183,923$6.66M0.1%-8.4%19.360%
11/7/2025Wealthcare Advisory Partners LLC118,038$4.28M0.1%+1.0%12.425%
10/31/2025Drive Wealth Management LLC18,469$669K0.1%+5.6%1.944%
10/28/2025Professional Financial Advisors LLC70,354$2.55M0.5%+5.1%7.406%
8/14/2025Jane Street Group LLC8,497$282K0.0%-31.7%0.894%
7/30/2025Drive Wealth Management LLC17,482$580K0.1%-14.6%1.840%
7/22/2025Wealthcare Advisory Partners LLC116,899$3.88M0.1%+0.4%12.305%
7/17/2025Halbert Hargrove Global Advisors LLC8,309$276K0.0%-60.7%0.875%
7/10/2025Professional Financial Advisors LLC66,970$2.22M0.5%+4.0%7.049%
5/19/2025Jane Street Group LLC12,438$373K0.0%N/A1.309%
5/15/2025OLD Mission Capital LLC19,363$581K0.0%+38.1%2.038%
5/12/2025Townsquare Capital LLC20,464$614K0.0%-5.9%2.154%
5/7/2025Drive Wealth Management LLC20,464$614K0.1%-5.9%2.154%
4/29/2025OneDigital Investment Advisors LLC200,018$6.01M0.1%+5.0%21.055%
4/23/2025Professional Financial Advisors LLC64,391$1.93M0.5%+1.5%6.778%
4/18/2025Halbert Hargrove Global Advisors LLC21,153$635K0.0%-13.1%2.227%
4/15/2025Wealthcare Advisory Partners LLC116,472$3.50M0.1%+3.0%12.260%
2/14/2025OneDigital Investment Advisors LLC190,584$5.47M0.1%+3.0%21.176%
2/12/2025OLD Mission Capital LLC14,024$402K0.0%N/A1.558%
2/11/2025LPL Financial LLC29,259$839K0.0%+18.8%3.251%
2/5/2025Halbert Hargrove Global Advisors LLC24,347$698K0.0%-14.2%2.705%
1/15/2025Wealthcare Advisory Partners LLC113,088$3.24M0.1%+9.3%12.565%
1/14/2025Accurate Wealth Management LLC36,795$1.03M0.2%-5.7%4.088%
1/14/2025Professional Financial Advisors LLC63,426$1.82M0.5%+2.1%7.047%
11/13/2024Townsquare Capital LLC21,840$703K0.0%N/A2.427%
11/6/2024OneDigital Investment Advisors LLC184,955$5.95M0.1%+3.5%20.551%
10/18/2024Accurate Wealth Management LLC39,036$1.22M0.2%+64.3%4.337%
10/16/2024Halbert Hargrove Global Advisors LLC28,379$913K0.1%-20.5%3.153%
8/15/2024AQR Capital Management LLC8,187$241K0.0%-8.0%0.910%
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8/1/2024Drive Wealth Management LLC21,720$640K0.2%+9.8%2.413%
7/18/2024Professional Financial Advisors LLC62,020$1.83M0.5%+2.4%6.891%
7/13/2024Fermata Advisors LLC6,923$204K0.0%N/A0.769%
4/25/2024Professional Financial Advisors LLC60,544$1.71M0.5%+7.9%3.105%
4/22/2024Drive Wealth Management LLC19,774$559K0.2%+19.4%1.014%
4/15/2024Wealthcare Advisory Partners LLC94,976$2.69M0.1%+118.8%4.871%
2/6/2024Wealthcare Advisory Partners LLC43,415$1.23M0.0%+11.3%2.285%
1/24/2024Halbert Hargrove Global Advisors LLC1,153,563$32.67M2.2%-1.1%60.714%
1/22/2024Drive Wealth Management LLC16,565$469K0.2%-10.2%0.872%
1/18/2024Professional Financial Advisors LLC56,117$1.59M0.5%+8.0%2.954%
10/25/2023Professional Financial Advisors LLC51,937$1.34M0.6%+1.3%2.734%
10/16/2023Halbert Hargrove Global Advisors LLC1,165,957$30.05M2.2%+4.1%61.366%
10/12/2023Wealthcare Advisory Partners LLC39,021$1.01M0.0%+9.3%2.054%
10/11/2023Drive Wealth Management LLC18,451$475K0.2%-8.0%0.971%
8/15/2023Halbert Hargrove Global Advisors LLC1,119,620$31.22M2.3%-4.0%58.927%
7/31/2023LPL Financial LLC13,349$372K0.0%+4.9%0.703%
7/31/2023BlackDiamond Wealth Management Inc.61,567$1.77M1.5%-31.8%3.240%
7/17/2023Wealthcare Advisory Partners LLC35,692$995K0.0%+32.0%1.879%
7/14/2023Drive Wealth Management LLC20,064$559K0.2%+14.1%1.056%
7/12/2023Professional Financial Advisors LLC51,271$1.43M0.7%N/A2.698%
5/10/2023Resources Investment Advisors LLC.145,962$4.10M0.1%+25.6%7.682%
5/4/2023Wealthcare Advisory Partners LLC27,031$759K0.0%+191.0%1.423%
5/2/2023BlackDiamond Wealth Management Inc.90,292$2.46M2.5%N/A4.752%
4/25/2023Halbert Hargrove Global Advisors LLC1,166,374$32.73M2.2%-8.1%61.388%
4/13/2023Drive Wealth Management LLC17,583$493K0.2%+74.2%0.925%
2/13/2023Wealthcare Advisory Partners LLC9,288$246K0.0%N/A0.516%
2/2/2023Resources Investment Advisors LLC.116,220$3.08M0.1%+371.6%6.457%
1/27/2023Drive Wealth Management LLC10,096$268K0.1%N/A0.561%
1/25/2023Halbert Hargrove Global Advisors LLC1,269,330$33.68M2.4%+50.9%72.533%
11/15/2022Fermata Advisors LLC9,103$219K0.1%-28.6%0.759%
11/14/2022OLD Mission Capital LLC132,046$3.18M0.1%+18.6%11.004%
11/8/2022Resources Investment Advisors LLC.24,643$594K0.0%N/A2.054%
10/24/2022Halbert Hargrove Global Advisors LLC841,124$20.26M1.6%-4.1%70.094%
8/9/2022Fermata Advisors LLC12,748$363K0.1%-4.0%1.062%
8/5/2022Halbert Hargrove Global Advisors LLC876,884$24.95M1.8%+10.0%73.074%
8/5/2022OLD Mission Capital LLC111,335$3.17M0.1%N/A9.278%
5/13/2022Halbert Hargrove Global Advisors LLC797,350$26.12M1.7%+10.9%61.335%


NTSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Efficient Core Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($6.66M), Wealthcare Advisory Partners LLC ($4.33M), Professional Financial Advisors LLC ($2.69M), LPL Financial LLC ($1.30M), OLD Mission Capital LLC ($1.08M), Accurate Wealth Management LLC ($1.03M), and Drive Wealth Management LLC ($772K).Learn more on WisdomTree Emerging Markets Efficient Core Fund's institutional investors.

Of the 12 institutional investors that purchased WisdomTree Emerging Markets Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Townsquare Capital LLC ($21.84K), OLD Mission Capital LLC ($21.47K), OneDigital Investment Advisors LLC ($21.38K), Citadel Advisors LLC ($17.08K), Accurate Wealth Management LLC ($15.28K), Wealthcare Advisory Partners LLC ($14.55K), and Fermata Advisors LLC ($12.46K).

Institutional investors have bought a total of 39,843 shares in the last 24 months. This purchase volume represents approximately $1.46M in transactions.

The following institutional investors have sold WisdomTree Emerging Markets Efficient Core Fund stock in the last 24 months: OneDigital Investment Advisors LLC ($16.77K), Halbert Hargrove Global Advisors LLC ($14.28K), Jane Street Group LLC ($9.42K), Wealthcare Advisory Partners LLC ($3.34K), Drive Wealth Management LLC ($2.98K), and Commonwealth Equity Services LLC ($1.58K).

Institutional investors have sold a total of 48,369 shares in the last 24 months. This volume of shares sold represents approximately $1.71M in transactions.


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This page (NYSEARCA:NTSE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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