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

WisdomTree U.S. Efficient Core Fund logo
$60.20 -0.07 (-0.12%)
As of 09/4/2026 04:10 PM Eastern
Compare

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)
$65.20M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$79.19M
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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
8/12/2026 Compass Financial Management LLC474$36K0.0%N/A0.002%
7/10/2026 Insight Wealth Strategies LLC39,051$2.30M0.2%+3.9%0.169%
7/10/2026 Wealthcare Advisory Partners LLC1,031,715$60.92M1.2%+4.4%4.466%
7/9/2026 Professional Financial Advisors LLC518,200$30.60M5.3%+1.9%2.243%
7/9/2026 Worth Asset Management LLC3,623$214K0.1%N/A0.016%
7/7/2026 Fermata Advisors LLC117,673$6.95M1.4%-1.5%0.509%
6/18/2026 Western Wealth Management LLC10,271$536K0.0%-6.7%0.044%
6/3/2026 NewEdge Advisors LLC16,508$861K0.0%-37.3%0.071%
5/19/2026 Western Wealth Management LLC10,271$536K0.0%-6.7%0.044%
5/19/2026 NewEdge Advisors LLC16,308$850K0.0%-38.1%0.070%
5/13/2026 Cetera Investment Advisers563,758$29.40M0.0%+0.3%2.420%
5/6/2026 Frontier Asset Management LLC13,118$684K0.1%+46.9%0.056%
5/4/2026 Team Financial Group LLC4,289$224K0.1%+7.3%0.018%
5/1/2026 46 Peaks LLC442,988$23.10M16.8%+3.4%1.901%
4/30/2026 Kestra Advisory Services LLC134,234$7M0.0%+62.1%0.576%
4/29/2026 ORBA Wealth Advisors L.L.C.17,284$901K1.1%-16.0%0.074%
4/28/2026 Bravias Capital Group LLC85,896$4.48M2.9%-18.1%0.370%
4/27/2026 Private Advisor Group LLC84,855$4.43M0.0%+5.3%0.366%
4/25/2026 Innova Wealth Partners22,807$1.19M0.6%-1.0%0.098%
4/22/2026 Janney Montgomery Scott LLC8,795$459K0.0%-3.7%0.038%
4/21/2026 WJ Interests LLC494,002$25.76M9.9%+6.5%2.139%
4/17/2026 Halbert Hargrove Global Advisors LLC5,417,096$282.50M13.6%-0.4%23.451%
4/16/2026 Quotient Wealth Partners LLC13,222$690K0.0%N/A0.057%
3/9/2026 Corient Private Wealth LLC13,900$762K0.0%+5.3%0.060%
2/26/2026 46 Peaks LLC428,515$23.49M17.2%N/A1.847%
2/24/2026 Barnes Wealth Management Group Inc8,065$442K0.2%+12.8%0.035%
2/20/2026Sunbelt Securities Inc.14,709$806K0.1%-4.7%0.063%
2/19/2026 Corient Private Wealth LLC13,900$762K0.0%+5.3%0.060%
2/18/2026 NewEdge Advisors LLC26,334$1.44M0.0%+76.6%0.114%
2/18/2026 IHT Wealth Management LLC11,896$661K0.0%N/A0.051%
2/17/2026 AQR Capital Management LLC243,247$13.33M0.0%-1.2%1.048%
2/17/2026 Cetera Investment Advisers561,943$30.80M0.0%+0.7%2.422%
2/17/2026 Osaic Holdings Inc.68,222$3.74M0.0%-78.8%0.294%
2/17/2026 Private Advisor Group LLC80,575$4.42M0.0%-0.3%0.347%
2/17/2026 Royal Bank of Canada5,240$287K0.0%+15.7%0.023%
2/16/2026 Mariner LLC13,475$739K0.0%N/A0.058%
2/13/2026 Kestra Advisory Services LLC82,800$4.54M0.0%-0.8%0.357%
2/13/2026 Wright Wealth LLC23,367$1.28M0.8%N/A0.101%
2/13/2026 Ausdal Financial Partners Inc.27,702$1.52M0.1%-3.1%0.119%
2/13/2026 Golden State Wealth Management LLC27,491$1.51M0.2%+3.2%0.118%
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2/12/2026 TopTier Wealth Management LLC4,836$265K0.2%N/A0.021%
2/12/2026Cibc World Markets Corp64,467$3.53M0.0%N/A0.278%
2/12/2026 Commonwealth Equity Services LLC51,035$2.80M0.0%-1.7%0.220%
2/11/2026 Howard Bailey Securities LLC24,077$1.32M0.5%-86.9%0.104%
2/11/2026 LPL Financial LLC335,030$18.36M0.0%+4.6%1.444%
2/11/2026 O Shaughnessy Asset Management LLC1,684$92K0.0%+163.5%0.007%
2/11/2026 Hilton Head Capital Partners LLC564$31K0.0%N/A0.002%
2/10/2026 Evolution Wealth Management Inc.623$34K0.0%+562.8%0.003%
2/10/2026 REAP Financial Group LLC16,495$904K0.2%-3.0%0.071%
2/10/2026 Rational Advisors Inc.646,098$35.41M3.6%-9.5%2.785%
2/10/2026 BNP Paribas Financial Markets184,138$10.09M0.0%-2.1%0.794%
2/10/2026 Northwestern Mutual Wealth Management Co.1,715$94K0.0%+95.6%0.007%
2/9/2026 Harbour Investments Inc.7,123$390K0.0%+6.2%0.031%
2/5/2026 WealthPlan Investment Management LLC18,318$1.00M0.1%+1.1%0.079%
2/5/2026 ORBA Wealth Advisors L.L.C.20,568$1.13M1.0%-11.8%0.089%
2/5/2026 Western Wealth Management LLC11,008$603K0.0%-9.5%0.047%
2/4/2026 Frontier Asset Management LLC8,927$489K0.1%N/A0.038%
2/2/2026 Chapman Financial Group LLC1,000$55K0.0%N/A0.004%
1/30/2026 Strategic Blueprint LLC4,045$222K0.0%N/A0.017%
1/29/2026 Bravias Capital Group LLC104,845$5.75M3.5%+9.1%0.452%
1/26/2026 Private Trust Co. NA3,851$211K0.0%-19.3%0.017%
1/26/2026 United Advisor Group LLC12,415$680K0.1%+3.5%0.054%
1/26/2026CWM LLC1,378,802$75.57M0.2%+0.8%5.943%
1/26/2026 WJ Interests LLC463,805$25.42M10.9%-6.7%1.999%
1/23/2026 Farther Finance Advisors LLC2,594$142K0.0%+90.2%0.011%
1/23/2026 Halbert Hargrove Global Advisors LLC5,441,149$298.23M14.2%-0.7%23.453%
1/21/2026 Leading Edge Financial Planning LLC37,547$2.06M0.5%+6.1%0.162%
1/16/2026 Perigon Wealth Management LLC4,465$245K0.0%-4.6%0.019%
1/16/2026 Oregon Pacific Wealth Management LLC15,034$824K0.9%-5.7%0.066%
1/16/2026 RHS Financial LLC52,410$2.87M1.4%-2.6%0.228%
1/15/2026 Professional Financial Advisors LLC488,331$26.77M5.5%-1.0%2.128%
1/14/2026 ACT Advisors LLC.16,108$883K0.3%-3.0%0.070%
1/14/2026 Wealthcare Advisory Partners LLC932,701$51.12M1.0%-0.9%4.064%
1/14/2026 Accurate Wealth Management LLC21,973$1.22M0.2%-3.7%0.096%
1/13/2026 Team Financial Group LLC3,998$219K0.1%+7.9%0.017%
1/8/2026 Wealth Enhancement Advisory Services LLC477,701$26.58M0.0%-0.4%2.055%
1/8/2026 Fermata Advisors LLC123,765$6.78M1.6%-1.1%0.532%
1/7/2026 Innova Wealth Partners23,030$1.26M0.6%+1.0%0.099%
1/2/2026 Insight Wealth Strategies LLC36,578$2.01M0.2%+9.0%0.157%
1/1/2026 JPMorgan Chase & Co.13,838$746K0.0%N/A0.059%
12/2/2025 Innova Wealth Partners22,809$1.23M0.7%-4.0%0.098%
11/21/2025 CIBC Bancorp USA Inc.65,913$3.55M0.0%N/A0.283%
11/19/2025Sunbelt Securities Inc.15,431$832K0.1%-6.4%0.066%
11/17/2025 Kestra Private Wealth Services LLC4,077$220K0.0%-10.6%0.017%
11/17/2025 NewEdge Advisors LLC14,913$804K0.0%-7.3%0.064%
11/17/2025 Northwestern Mutual Wealth Management Co.877$47K0.0%N/A0.004%
11/17/2025 Integrated Wealth Concepts LLC6,486$350K0.0%-31.2%0.028%
11/17/2025 Ausdal Financial Partners Inc.28,602$1.54M0.1%-9.0%0.123%
11/13/2025 BNP Paribas Financial Markets188,090$10.14M0.0%+36.6%0.807%
11/13/2025 Private Advisor Group LLC80,790$4.36M0.0%+2.9%0.347%
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11/12/2025 Leading Edge Financial Planning LLC35,391$1.91M0.5%-5.8%0.152%
11/12/2025 Perennial Investment Advisors LLC131,289$7.08M0.6%+0.5%0.563%
11/12/2025 IFG Advisory LLC3,945$213K0.0%N/A0.017%
11/10/2025 Clearstead Advisors LLC3,714$200K0.0%N/A0.016%
11/10/2025 OneDigital Investment Advisors LLC703,963$37.96M0.4%-7.1%3.021%
11/7/2025 Wealthcare Advisory Partners LLC941,315$50.76M1.1%+2.3%4.040%
11/7/2025 JPMorgan Chase & Co.13,838$746K0.0%N/A0.059%
11/6/2025 Magnolia Private Wealth LLC4,170$225K0.1%-9.9%0.018%
11/6/2025 Western Wealth Management LLC12,164$656K0.0%-4.1%0.052%
11/6/2025 REAP Financial Group LLC17,000$917K0.2%-8.4%0.073%


NTSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 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 ($282.50M), CWM LLC ($75.57M), Wealthcare Advisory Partners LLC ($60.92M), Rational Advisors LLC ($50.43M), OneDigital Investment Advisors LLC ($37.96M), Rational Advisors Inc. ($35.41M), and Professional Financial Advisors LLC ($30.60M).Learn more on WisdomTree U.S. Efficient Core Fund's institutional investors.

Of the 84 institutional investors that purchased WisdomTree U.S. Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 46 Peaks LLC ($442.99K), CWM LLC ($297.12K), LPL Financial LLC ($166.11K), Wealth Enhancement Advisory Services LLC ($159.58K), Wealthcare Advisory Partners LLC ($100.42K), Bravias Capital Group LLC ($98.48K), and AQR Capital Management LLC ($88.62K).

Institutional investors have bought a total of 1,197,992 shares in the last 24 months. This purchase volume represents approximately $65.20M in transactions.

Of the 38 institutional investors that sold WisdomTree U.S. Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Halbert Hargrove Global Advisors LLC ($585.42K), Osaic Holdings Inc. ($253.16K), Howard Bailey Securities LLC ($251.15K), WJ Interests LLC ($123.40K), Rational Advisors Inc. ($67.60K), OneDigital Investment Advisors LLC ($53.63K), and NewEdge Advisors LLC ($21.03K).

Institutional investors have sold a total of 1,460,969 shares in the last 24 months. This volume of shares sold represents approximately $79.19M in transactions.


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Institutional ownership data for NYSEARCA:NTSX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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