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

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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)
39
Total
Institutional Inflows
(last 12 months)
$245.59M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$107.87M
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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
4/23/2024 Rational Advisors LLC1,256,568$53.07M4.9%N/A5.203%
4/23/2024 KLR Investment Advisors LLC52,794$2.12M1.5%-15.6%0.219%
4/22/2024 New Perspectives Inc6,668$282K0.2%N/A0.028%
4/19/2024 Ndwm LLC79,027$3.34M3.0%+0.8%0.327%
4/18/2024 RHS 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%
4/15/2024 Sunbelt 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%
4/10/2024 WJ 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%
2/12/2024 Ndwm LLC78,406$3.08M3.0%N/A0.339%
2/8/2024Financial Advocates Investment Management22,534$886K0.1%+12.7%0.097%
2/8/2024 KLR Investment Advisors LLC62,532$2.46M1.8%-5.0%0.270%
2/8/2024Janney Montgomery Scott LLC35,788$1.41M0.0%+6.7%0.155%
2/8/2024Innova Wealth Partners19,233$756K0.7%-3.0%0.083%
2/7/2024BNP Paribas Financial Markets83,017$3.26M0.0%-15.2%0.359%
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%
2/1/2024 CWM 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%
1/24/2024 Halbert 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%
1/23/2024 Venturi Wealth Management LLC24,000$943K0.1%N/A0.104%
1/18/2024 RHS Financial LLC67,093$2.64M1.7%-7.9%0.290%
1/18/2024Professional Financial Advisors LLC202,439$7.96M2.6%+13.8%0.874%
1/17/2024 WJ Interests LLC850,491$33.42M21.1%+0.2%3.674%
1/12/2024 Insight Wealth Strategies LLC29,292$1.15M0.2%+4.7%0.127%
12/11/2023 Sunbelt Securities Inc.35,286$1.23M0.2%-11.7%0.152%
11/15/2023Integrated Wealth Concepts LLC103,213$3.61M0.1%-2.0%0.446%
11/13/2023LPL Financial LLC286,293$10.01M0.0%+7.1%1.237%
11/13/2023Envestnet Asset Management Inc.93,324$3.26M0.0%-5.7%0.403%
11/13/2023Kestra Advisory Services LLC43,732$1.53M0.0%+24.7%0.189%
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11/9/2023 Rational Advisors LLC1,242,920$43.45M3.9%-10.1%5.369%
11/8/2023Janney Montgomery Scott LLC33,538$1.17M0.0%+6.0%0.145%
11/8/2023Atria Wealth Solutions Inc.25,021$875K0.0%-2.6%0.108%
11/8/2023 KLR Investment Advisors LLC65,827$2.31M2.0%-2.4%0.284%
11/8/2023Western Wealth Management LLC14,171$495K0.0%-2.1%0.061%
11/7/2023 Fermata Advisors LLC96,680$3.38M1.0%+10.4%0.418%
11/6/2023Authentikos Wealth Advisory LLC2,001$70K0.1%N/A0.009%
11/3/2023Private Advisor Group LLC163,426$5.71M0.1%+20.3%0.706%
10/30/2023 Safeguard Financial LLC11,111$388K0.2%+4.1%0.048%
10/27/2023Financial Advocates Investment Management19,999$699K0.0%+2.2%0.086%
10/25/2023Professional Financial Advisors LLC177,866$6.22M2.8%+1.5%0.768%
10/25/2023Leading Edge Financial Planning LLC50,405$1.76M1.1%+11.1%0.218%
10/24/2023 RHS Financial LLC72,851$2.55M1.8%-9.2%0.315%
10/23/2023Commonwealth Equity Services LLC46,466$1.62M0.0%+31.9%0.201%
10/20/2023 ACT Advisors LLC.15,665$548K0.3%+3.5%0.068%
10/18/2023Private Trust Co. NA4,247$148K0.0%+35.6%0.018%
10/16/2023 WJ Interests LLC848,567$29.67M20.6%+0.1%3.666%
10/16/2023 Halbert Hargrove Global Advisors LLC6,036,189$211.03M15.7%+0.2%26.074%
10/13/2023 Insight Wealth Strategies LLC27,978$978K0.2%+6.5%0.121%
10/12/2023 Wealthcare Advisory Partners LLC674,207$23.57M1.1%+3.3%2.912%
10/11/2023AE Wealth Management LLC313,035$10.94M0.1%+2.3%1.352%
10/11/2023 CWM LLC763,297$26.69M0.2%+11.9%3.297%
8/30/2023Western Wealth Management LLC14,479$537K0.0%-5.5%0.063%
8/21/2023Osaic Holdings Inc.771,293$28.59M0.1%+1,128.2%3.332%
8/15/2023 Halbert Hargrove Global Advisors LLC6,021,467$223.22M16.3%+1.0%26.011%
8/14/2023Perennial Investment Advisors LLC158,824$5.89M1.0%+11.3%0.686%
8/10/2023Osaic Holdings Inc.771,293$28.59M0.1%+1,128.2%3.332%
8/10/2023Private Advisor Group LLC135,835$5.09M0.0%+20.3%0.587%
8/10/2023Cetera Advisors LLC6,884$255K0.0%-28.8%0.030%
8/10/2023Cetera Advisor Networks LLC433,256$16.06M0.1%+15.0%1.872%
8/10/2023Cetera Investment Advisers25,100$930K0.0%-28.5%0.108%
8/9/2023BNP Paribas Arbitrage SNC98,526$3.65M0.0%-50.0%0.426%
8/8/2023 Rational Advisors LLC1,382,705$51.26M4.2%+24.7%5.973%
8/8/2023 KLR Investment Advisors LLC67,413$2.50M2.1%+2.4%0.291%
8/8/2023Prospera Financial Services Inc14,635$543K0.0%-12.0%0.063%
8/4/2023Envestnet Asset Management Inc.98,944$3.67M0.0%+1.0%0.427%
8/3/2023Atria Wealth Solutions Inc.25,687$952K0.0%+55.6%0.111%
8/3/2023 CWM LLC682,156$25.29M0.2%+15.2%2.947%
7/31/2023LPL Financial LLC267,211$9.91M0.0%-19.6%1.154%
7/31/2023BlackDiamond Wealth Management Inc.33,894$1.29M1.1%+17.3%0.146%
7/26/2023Janney Montgomery Scott LLC31,654$1.17M0.0%+4.2%0.144%
7/24/2023 Fermata Advisors LLC87,608$3.25M2.9%+83.1%0.398%
7/24/2023 WJ Interests LLC847,403$32.18M21.2%-4.3%3.852%
7/21/2023 RHS Financial LLC80,261$2.98M2.2%-6.0%0.365%
7/17/2023 Wealthcare Advisory Partners LLC652,561$24.19M1.1%+8.1%2.966%
7/14/2023 Insight Wealth Strategies LLC26,274$974K0.2%-2.5%0.119%
7/13/2023Innova Wealth Partners19,848$736K0.6%+2.4%0.090%
7/13/2023Cambridge Investment Research Advisors Inc.22,553$836K0.0%-4.7%0.103%
7/12/2023Professional Financial Advisors LLC175,176$6.49M3.4%N/A0.796%
7/10/2023AE Wealth Management LLC305,889$11.34M0.1%+6.4%1.390%
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5/15/2023 KLR Investment Advisors LLC65,827$2.31M2.0%N/A0.306%
5/15/2023 Rational Advisors LLC1,108,429$38.86M3.2%-36.4%5.155%
5/12/2023Perennial Investment Advisors LLC142,758$5.01M0.9%N/A0.664%
5/11/2023Toronto Dominion Bank401,000$14.05M0.0%+33.7%1.865%
5/11/2023Financial Advocates Investment Management18,437$646K0.0%+14.2%0.086%
5/10/2023Private Advisor Group LLC112,943$3.96M0.0%N/A0.525%
5/10/2023Resources Investment Advisors LLC.683,553$23.97M0.6%+70.9%3.179%
5/10/2023LPL Financial LLC332,326$11.65M0.0%+6.1%1.546%
5/9/2023Motco1,519$53K0.0%-22.9%0.007%
5/8/2023Fiducient Advisors LLC7,750$272K0.1%-48.9%0.036%
(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, 82 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 ($235.54M), Rational Advisors LLC ($53.07M), Wealthcare Advisory Partners LLC ($36.97M), CWM LLC ($36.95M), WJ Interests LLC ($36.90M), Osaic Holdings Inc. ($28.59M), and Resources Investment Advisors LLC. ($23.97M).Learn more on NTSX's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Efficient Core Fund stock?

Of the 65 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 ($2.31M), Osaic Holdings Inc. ($1.42M), Halbert Hargrove Global Advisors LLC ($957.37K), CWM LLC ($940.15K), Wealthcare Advisory Partners LLC ($875.34K), Resources Investment Advisors LLC. ($683.55K), and WJ Interests LLC ($510.15K).

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

Institutional investors have bought a total of 10,563,380 shares in the last 24 months. This purchase volume represents approximately $589.04M 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 ($1.59M), SYM FINANCIAL Corp ($1.52M), Stratos Wealth Partners LTD. ($532.68K), Halbert Hargrove Global Advisors LLC ($461.37K), ACT Advisors LLC. ($433.43K), BNP Paribas Arbitrage SA ($268.03K), and Truist Financial Corp ($196.73K).

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

Institutional investors have sold a total of 6,407,099 shares in the last 24 months. This volume of shares sold represents approximately $428.43M in transactions.


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This page (NYSEARCA:NTSX) was last updated on 4/25/2024 by MarketBeat.com Staff

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