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

WisdomTree U.S. Efficient Core Fund logo
$58.78 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$58.74 -0.04 (-0.07%)
As of 07/2/2026 04:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
55
Total
Institutional Inflows
(last 12 months)
$69.25M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$103.80M
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Skip Chart & View Institutional Buying and Selling Data

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
6/18/2026Western Wealth Management LLC10,271$536K0.0%-6.7%0.044%
6/3/2026NewEdge Advisors LLC16,508$861K0.0%-37.3%0.071%
5/19/2026Western Wealth Management LLC10,271$536K0.0%-6.7%0.044%
5/19/2026NewEdge Advisors LLC16,308$850K0.0%-38.1%0.070%
5/13/2026Cetera Investment Advisers563,758$29.40M0.0%+0.3%2.420%
5/6/2026Frontier Asset Management LLC13,118$684K0.1%+46.9%0.056%
5/4/2026Team Financial Group LLC4,289$224K0.1%+7.3%0.018%
5/1/202646 Peaks LLC442,988$23.10M16.8%+3.4%1.901%
4/30/2026Kestra Advisory Services LLC134,234$7M0.0%+62.1%0.576%
4/29/2026ORBA Wealth Advisors L.L.C.17,284$901K1.1%-16.0%0.074%
4/28/2026Bravias Capital Group LLC85,896$4.48M2.9%-18.1%0.370%
4/27/2026Private Advisor Group LLC84,855$4.43M0.0%+5.3%0.366%
4/25/2026Innova Wealth Partners22,807$1.19M0.6%-1.0%0.098%
4/22/2026Janney Montgomery Scott LLC8,795$459K0.0%-3.7%0.038%
4/21/2026WJ Interests LLC494,002$25.76M9.9%+6.5%2.139%
4/17/2026Halbert Hargrove Global Advisors LLC5,417,096$282.50M13.6%-0.4%23.451%
4/16/2026Quotient Wealth Partners LLC13,222$690K0.0%N/A0.057%
3/9/2026Corient Private Wealth LLC13,900$762K0.0%+5.3%0.060%
2/26/202646 Peaks LLC428,515$23.49M17.2%N/A1.847%
2/24/2026Barnes Wealth Management Group Inc8,065$442K0.2%+12.8%0.035%
2/20/2026Sunbelt Securities Inc.14,709$806K0.1%-4.7%0.063%
2/19/2026Corient Private Wealth LLC13,900$762K0.0%+5.3%0.060%
2/18/2026NewEdge Advisors LLC26,334$1.44M0.0%+76.6%0.114%
2/18/2026IHT Wealth Management LLC11,896$661K0.0%N/A0.051%
2/17/2026AQR Capital Management LLC243,247$13.33M0.0%-1.2%1.048%
2/17/2026Cetera Investment Advisers561,943$30.80M0.0%+0.7%2.422%
2/17/2026Osaic Holdings Inc.68,222$3.74M0.0%-78.8%0.294%
2/17/2026Private Advisor Group LLC80,575$4.42M0.0%-0.3%0.347%
2/17/2026Royal Bank of Canada5,240$287K0.0%+15.7%0.023%
2/16/2026Mariner LLC13,475$739K0.0%N/A0.058%
2/13/2026Kestra Advisory Services LLC82,800$4.54M0.0%-0.8%0.357%
2/13/2026Wright Wealth LLC23,367$1.28M0.8%N/A0.101%
2/13/2026Ausdal Financial Partners Inc.27,702$1.52M0.1%-3.1%0.119%
2/13/2026Golden State Wealth Management LLC27,491$1.51M0.2%+3.2%0.118%
2/12/2026TopTier Wealth Management LLC4,836$265K0.2%N/A0.021%
2/12/2026Cibc World Markets Corp64,467$3.53M0.0%N/A0.278%
2/12/2026Commonwealth Equity Services LLC51,035$2.80M0.0%-1.7%0.220%
2/11/2026Howard Bailey Securities LLC24,077$1.32M0.5%-86.9%0.104%
2/11/2026LPL Financial LLC335,030$18.36M0.0%+4.6%1.444%
2/11/2026O Shaughnessy Asset Management LLC1,684$92K0.0%+163.5%0.007%
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2/11/2026Hilton Head Capital Partners LLC564$31K0.0%N/A0.002%
2/10/2026Evolution Wealth Management Inc.623$34K0.0%+562.8%0.003%
2/10/2026REAP Financial Group LLC16,495$904K0.2%-3.0%0.071%
2/10/2026Rational Advisors Inc.646,098$35.41M3.6%-9.5%2.785%
2/10/2026BNP Paribas Financial Markets184,138$10.09M0.0%-2.1%0.794%
2/10/2026Northwestern Mutual Wealth Management Co.1,715$94K0.0%+95.6%0.007%
2/9/2026Harbour Investments Inc.7,123$390K0.0%+6.2%0.031%
2/5/2026WealthPlan Investment Management LLC18,318$1.00M0.1%+1.1%0.079%
2/5/2026ORBA Wealth Advisors L.L.C.20,568$1.13M1.0%-11.8%0.089%
2/5/2026Western Wealth Management LLC11,008$603K0.0%-9.5%0.047%
2/4/2026Frontier Asset Management LLC8,927$489K0.1%N/A0.038%
2/2/2026Chapman Financial Group LLC1,000$55K0.0%N/A0.004%
1/30/2026Strategic Blueprint LLC4,045$222K0.0%N/A0.017%
1/29/2026Bravias Capital Group LLC104,845$5.75M3.5%+9.1%0.452%
1/26/2026Private Trust Co. NA3,851$211K0.0%-19.3%0.017%
1/26/2026United Advisor Group LLC12,415$680K0.1%+3.5%0.054%
1/26/2026CWM LLC1,378,802$75.57M0.2%+0.8%5.943%
1/26/2026WJ Interests LLC463,805$25.42M10.9%-6.7%1.999%
1/23/2026Farther Finance Advisors LLC2,594$142K0.0%+90.2%0.011%
1/23/2026Halbert Hargrove Global Advisors LLC5,441,149$298.23M14.2%-0.7%23.453%
1/21/2026Leading Edge Financial Planning LLC37,547$2.06M0.5%+6.1%0.162%
1/16/2026Perigon Wealth Management LLC4,465$245K0.0%-4.6%0.019%
1/16/2026Oregon Pacific Wealth Management LLC15,034$824K0.9%-5.7%0.066%
1/16/2026RHS Financial LLC52,410$2.87M1.4%-2.6%0.228%
1/15/2026Professional Financial Advisors LLC488,331$26.77M5.5%-1.0%2.128%
1/14/2026ACT Advisors LLC.16,108$883K0.3%-3.0%0.070%
1/14/2026Wealthcare Advisory Partners LLC932,701$51.12M1.0%-0.9%4.064%
1/14/2026Accurate Wealth Management LLC21,973$1.22M0.2%-3.7%0.096%
1/13/2026Team Financial Group LLC3,998$219K0.1%+7.9%0.017%
1/8/2026Wealth Enhancement Advisory Services LLC477,701$26.58M0.0%-0.4%2.055%
1/8/2026Fermata Advisors LLC123,765$6.78M1.6%-1.1%0.532%
1/7/2026Innova Wealth Partners23,030$1.26M0.6%+1.0%0.099%
1/2/2026Insight Wealth Strategies LLC36,578$2.01M0.2%+9.0%0.157%
1/1/2026JPMorgan Chase & Co.13,838$746K0.0%N/A0.059%
12/2/2025Innova Wealth Partners22,809$1.23M0.7%-4.0%0.098%
11/21/2025CIBC Bancorp USA Inc.65,913$3.55M0.0%N/A0.283%
11/19/2025Sunbelt Securities Inc.15,431$832K0.1%-6.4%0.066%
11/17/2025Kestra Private Wealth Services LLC4,077$220K0.0%-10.6%0.017%
11/17/2025NewEdge Advisors LLC14,913$804K0.0%-7.3%0.064%
11/17/2025Northwestern Mutual Wealth Management Co.877$47K0.0%N/A0.004%
11/17/2025Integrated Wealth Concepts LLC6,486$350K0.0%-31.2%0.028%
11/17/2025Ausdal Financial Partners Inc.28,602$1.54M0.1%-9.0%0.123%
11/13/2025BNP Paribas Financial Markets188,090$10.14M0.0%+36.6%0.807%
11/13/2025Private Advisor Group LLC80,790$4.36M0.0%+2.9%0.347%
11/12/2025Leading Edge Financial Planning LLC35,391$1.91M0.5%-5.8%0.152%
11/12/2025Perennial Investment Advisors LLC131,289$7.08M0.6%+0.5%0.563%
11/12/2025IFG Advisory LLC3,945$213K0.0%N/A0.017%
11/10/2025Clearstead Advisors LLC3,714$200K0.0%N/A0.016%
11/10/2025OneDigital Investment Advisors LLC703,963$37.96M0.4%-7.1%3.021%
11/7/2025Wealthcare Advisory Partners LLC941,315$50.76M1.1%+2.3%4.040%
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11/7/2025JPMorgan Chase & Co.13,838$746K0.0%N/A0.059%
11/6/2025Magnolia Private Wealth LLC4,170$225K0.1%-9.9%0.018%
11/6/2025Western Wealth Management LLC12,164$656K0.0%-4.1%0.052%
11/6/2025REAP Financial Group LLC17,000$917K0.2%-8.4%0.073%
11/5/2025Flagship Harbor Advisors LLC4,015$216K0.0%N/A0.017%
11/4/2025Howard Bailey Securities LLC184,116$9.93M3.7%-33.1%0.790%
11/4/2025ORBA Wealth Advisors L.L.C.23,327$1.26M1.0%-30.9%0.100%
11/3/2025Golden State Wealth Management LLC26,641$1.44M0.2%+14.6%0.114%
11/3/2025AE Wealth Management LLC6,249$337K0.0%-27.7%0.027%
11/3/2025Traynor Capital Management Inc.3,887$210K0.0%N/A0.017%


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 ($51.12M), Rational Advisors LLC ($50.43M), OneDigital Investment Advisors LLC ($37.96M), Rational Advisors Inc. ($35.41M), and Cetera Investment Advisers ($29.40M).Learn more on WisdomTree U.S. Efficient Core Fund's institutional investors.

Of the 85 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 ($340.05K), Wealth Enhancement Advisory Services LLC ($178.33K), LPL Financial LLC ($166.11K), AQR Capital Management LLC ($122.41K), Bravias Capital Group LLC ($98.48K), and Professional Financial Advisors LLC ($74.86K).

Institutional investors have bought a total of 1,289,488 shares in the last 24 months. This purchase volume represents approximately $69.25M in transactions.

Of the 45 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 ($601.52K), Osaic Holdings Inc. ($258.51K), Howard Bailey Securities LLC ($251.15K), Rational Advisors Inc. ($192.85K), BNP Paribas Financial Markets ($138.43K), WJ Interests LLC ($123.40K), and Perennial Investment Advisors LLC ($58.19K).

Institutional investors have sold a total of 1,952,877 shares in the last 24 months. This volume of shares sold represents approximately $103.80M in transactions.


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