Wisdomtree US Efficient CoreNTSXETF
13F holders, Q1 2024 (March 31)74holders
1famous investor
$42.22avg. 13F price*
At the end of Q1 2024, 74 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings. The largest holders were Halbert Hargrove Global Advisors, LLC ($252.4M), Rational Advisors, Inc. ($53.1M) and Cwm, LLC ($42.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Efficient Core
- CUSIP
- 97717Y790
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.7M |
| Exits | 7 | $3.3M |
Ownership 74 holders
| Halbert Hargrove Global Advisors, LLC | 16.73% | Reduce -0.3% | 5,975,967 | $252.4M |
| Rational Advisors, Inc. | 5.03% | Reduce -2.6% | 1,256,568 | $53.1M |
| Cwm, LLC | 0.21% | Add +7.5% | 1,010,326 | $42.7M |
| Wealthcare Advisory Partners LLC | 1.21% | Add +25.7% | 875,335 | $37.0M |
| WJ Interests, LLC | 19.47% | Add +2.7% | 873,778 | $36.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.6% | 802,584 | $33.9M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -0.3% | 704,799 | $29.8M |
| Cetera Investment Advisers | 0.05% | Add +4175.4% | 534,425 | $22.6M |
| Professional Financial Advisors, LLC | 5.16% | Add +110.8% | 426,819 | $18.0M |
| LPL Financial LLC | 0.01% | Add +12.8% | 419,413 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.0% | 355,102 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Add +224.0% | 268,975 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.0% | 218,755 | $9.2M |
| Perennial Investment Advisors, LLC | 1.31% | Reduce -25.7% | 203,345 | $8.6M |
| Toronto Dominion Bank | 0.01% | Reduce -68.5% | 144,000 | $6.1M |
| AQR Capital Management | 0.01% | Add +14.5% | 140,688 | $5.9M |
| Fermata Advisors, LLC | 0.93% | Add +1.3% | 98,174 | $4.1M |
| Cibc World Markets Corp. | 0.03% | Add +493.5% | 95,521 | $4.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -49.0% | 93,562 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 1.86% | Reduce -5.9% | 79,667 | $3.4M |
| NDWM LLC | 3.04% | Add +0.8% | 79,027 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.7% | 78,509 | $3.3M |
| RHS Financial, LLC | 1.53% | Reduce -7.3% | 62,178 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 51,765 | $2.2M |
| KLR Investment Advisors, LLC | 1.53% | Reduce -15.6% | 52,794 | $2.1M |
| REAP Financial Group, LLC | 0.56% | Reduce -21.3% | 48,373 | $2.0M |
| GeoWealth Management, LLC | 0.07% | New | 44,614 | $1.9M |
| Belpointe Asset Management LLC | 0.12% | Add +24.3% | 38,859 | $1.6M |
| LM Advisors LLC | 0.26% | New | 34,777 | $1.5M |
| Leading Edge Financial Planning LLC | 0.57% | Reduce -34.8% | 30,300 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.9% | 29,097 | $1.2M |
| Insight Wealth Strategies, LLC | 0.18% | Reduce -2.5% | 28,557 | $1.2M |
| Herold Advisors, Inc. | 0.28% | No change | 27,100 | $1.1M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -9.2% | 26,269 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 24,480 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -32.7% | 24,098 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Add +3.6% | 23,341 | $986K |
| Innova Wealth Partners | 0.75% | Add +19.8% | 23,032 | $973K |
| IHT Wealth Management, LLC | 0.04% | Reduce -9.7% | 21,335 | $901K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 21,143 | $893K |
| ACT Advisors, LLC. | 0.43% | Add +2.0% | 18,366 | $776K |
| Empirical Finance, LLC | 0.05% | Add +0.0% | 18,048 | $762K |
| BlackDiamond Wealth Management, LLC | 0.51% | Reduce -52.1% | 17,070 | $721K |
| AE Wealth Management LLC | 0.01% | Reduce -95.9% | 14,923 | $630K |
| MML Investors Services, LLC | 0.00% | Reduce -30.8% | 14,794 | $625K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.6% | 14,047 | $593K |
| NWF Advisory Services Inc. | 0.09% | New | 12,631 | $533K |
| Safeguard Financial, LLC | 0.16% | Add +0.3% | 11,507 | $486K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 10,818 | $457K |
| Avion Wealth | 0.11% | No change | 9,783 | $414K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 8,804 | $372K |
| Mercer Global Advisors Inc. | 0.00% | No change | 8,000 | $338K |
| Ogorek Anthony Joseph /NY/ | 0.11% | Add +0.2% | 7,205 | $304K |
| New Perspectives, Inc | 0.16% | — | 6,668 | $282K |
| Royal Bank of Canada | 0.00% | Reduce -25.5% | 6,277 | $265K |
| Private Trust Co. NA | 0.03% | Add +14.2% | 5,494 | $232K |
| Morgan Stanley | 0.00% | Add +17.1% | 5,226 | $221K |
| Team Financial Group, LLC | 0.14% | Add +7.8% | 4,961 | $209K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -2.1% | 4,000 | $169K |
| Harbour Investments, Inc. | 0.01% | Add +7.6% | 3,904 | $165K |
| Avior Wealth Management, LLC | 0.00% | New | 685 | $29K |
| Motco | 0.00% | No change | 492 | $21K |
| First Manhattan Co. Llc. | 0.00% | No change | 460 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 405 | $17K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 361 | $15K |
| Covestor Ltd | 0.00% | Reduce -4.6% | 124 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 115 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 100 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 37 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 4 | $169 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $127 |
| FMR LLC | 0.00% | Reduce -98.1% | 2 | $84 |
| Allworth Financial LP | 0.00% | New | 1 | $42 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.