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

WisdomTree U.S. Efficient Core Fund logo
$45.50 +0.11 (+0.24%)
Closing price 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)
49
Total
Institutional Inflows
(last 12 months)
$88.53M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$74.91M
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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
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%
4/29/2025 Envestnet Asset Management Inc.14,309$648K0.0%-20.1%0.058%
4/29/2025 OneDigital Investment Advisors LLC755,731$34.24M0.4%+1.5%3.078%
4/28/2025 Oregon Pacific Wealth Management LLC17,083$774K0.8%+4.1%0.070%
4/24/2025 Golden State Wealth Management LLC22,014$997K0.1%+16.0%0.090%
4/23/2025 Golden State Wealth Management LLC44,018$2.00M0.1%+131.9%0.179%
4/23/2025 Leading Edge Financial Planning LLC35,934$1.63M0.5%-3.5%0.146%
4/23/2025 Professional Financial Advisors LLC452,243$20.49M5.2%+3.2%1.842%
4/21/2025 WJ Interests LLC603,926$27.36M12.7%-26.7%2.460%
4/21/2025 United Advisor Group LLC10,591$480K0.1%+91.2%0.043%
4/18/2025 Halbert Hargrove Global Advisors LLC6,018,612$272.70M15.4%-1.1%24.516%
4/17/2025 Janney Montgomery Scott LLC9,191$416K0.0%N/A0.037%
4/17/2025 Howard Bailey Securities LLC278,472$12.62M5.1%-7.9%1.134%
4/17/2025 RHS Financial LLC55,439$2.51M1.4%-2.2%0.226%
4/17/2025 ORBA Wealth Advisors L.L.C.73,053$3.31M1.7%-0.4%0.298%
4/16/2025 Wealth Enhancement Advisory Services LLC491,369$22.26M0.0%+5.7%2.002%
4/15/2025 Accurate Wealth Management LLC26,166$1.13M0.2%-70.8%0.107%
4/15/2025 Wealthcare Advisory Partners LLC904,188$40.97M1.1%-0.1%3.683%
4/14/2025 Tounjian Advisory Partners LLC5,516$250K0.0%N/A0.022%
4/14/2025 Farther Finance Advisors LLC1,395$64K0.0%N/A0.006%
4/11/2025 Safeguard Financial LLC13,251$600K0.1%+14.5%0.053%
4/10/2025 Fermata Advisors LLC102,831$4.66M0.8%+2.4%0.413%
3/17/2025 Wealth 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%
2/24/2025 United Advisor Group LLC5,539$259K0.1%N/A0.022%
2/18/2025 Sunbelt Securities Inc.16,480$776K0.1%-2.4%0.067%
2/17/2025Ground 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%
2/14/2025 OneDigital 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%
2/13/2025 Envestnet 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%
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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%
2/5/2025 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%
2/3/2025RW 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%
1/29/2025 Howard Bailey Securities LLC302,282$14.11M5.2%+3.5%1.234%
1/29/2025Balentine 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%
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%
1/8/2025Innova 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%
11/15/2024IHT 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%
11/6/2024 OneDigital 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%
10/25/2024 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%
10/22/2024Private 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%
10/21/2024 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%
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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%
8/16/2024 Sunbelt 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%
(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, 87 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 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), CWM LLC ($560.78K), Cetera Investment Advisers ($553.41K), Wealthcare Advisory Partners LLC ($506.11K), Professional Financial Advisors LLC ($460.52K), 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 7,668,144 shares in the last 24 months. This purchase volume represents approximately $341.97M in transactions.

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

Of the 52 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), WJ Interests LLC ($333.50K), Toronto Dominion Bank ($313K), Money Concepts Capital Corp ($179.33K), Rational Advisors Inc. ($175.84K), Commonwealth Equity Services LLC ($143.99K), and Halbert Hargrove Global Advisors LLC ($137.20K).

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

Institutional investors have sold a total of 3,076,847 shares in the last 24 months. This volume of shares sold represents approximately $156.05M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 5/1/2025 by MarketBeat.com Staff
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