Wisdomtree US Efficient CoreNTSXETF
13F holders, Q2 2024 (June 30)74holders
11new positions
10sold out
1famous investor
$43.92avg. 13F price*
At the end of Q2 2024, 74 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, unchanged from Q1 2024. 11 opened new positions and 10 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($267.6M), Rational Advisors, Inc. ($56.0M) and Cwm, LLC ($46.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.0M |
| Exits | 10 | $10.4M |
All 13F filers, Q1 2024 → Q2 2024: 609,055 shares bought and 539,411 shares sold, net +69,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Halbert Hargrove Global Advisors, LLC | 15.70% | Add +2.0% | 6,094,182 | $267.6M |
| Rational Advisors, Inc. | 5.60% | Add +1.5% | 1,275,588 | $56.0M |
| Cwm, LLC | 0.22% | Add +4.3% | 1,053,257 | $46.2M |
| WJ Interests, LLC | 19.67% | Add +2.9% | 899,465 | $39.5M |
| Wealthcare Advisory Partners LLC | 1.21% | Add +0.8% | 881,914 | $38.7M |
| OneDigital Investment Advisors LLC | 0.39% | Add +1.3% | 713,679 | $31.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -13.0% | 697,936 | $30.6M |
| Cetera Investment Advisers | 0.06% | Add +4.5% | 558,644 | $24.5M |
| Professional Financial Advisors, LLC | 5.31% | Add +2.6% | 437,765 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -6.0% | 394,122 | $17.3M |
| BNP Paribas Financial Markets | 0.02% | Add +44.6% | 388,961 | $17.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.3% | 373,849 | $16.4M |
| Perennial Investment Advisors, LLC | 1.28% | Reduce -0.0% | 203,318 | $8.9M |
| AQR Capital Management | 0.01% | Add +24.0% | 174,481 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -47.6% | 114,529 | $5.0M |
| Cibc World Markets Corp. | 0.03% | Add +9.4% | 104,533 | $4.6M |
| Fermata Advisors, LLC | 0.98% | Reduce -0.8% | 97,436 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.2% | 93,340 | $4.1M |
| NDWM LLC | 3.07% | Reduce -0.2% | 78,850 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 1.73% | Reduce -4.4% | 76,195 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.2% | 62,648 | $2.8M |
| Accurate Wealth Management, LLC | 0.63% | New | 58,265 | $2.6M |
| RHS Financial, LLC | 1.57% | Reduce -6.1% | 58,386 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 57,099 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.3% | 50,064 | $2.2M |
| Leading Edge Financial Planning LLC | 0.69% | Add +29.0% | 39,098 | $1.7M |
| REAP Financial Group, LLC | 0.45% | Reduce -20.9% | 38,265 | $1.7M |
| Belpointe Asset Management LLC | 0.11% | Reduce -6.0% | 36,546 | $1.6M |
| GeoWealth Management, LLC | 0.07% | Reduce -23.4% | 34,150 | $1.5M |
| Insight Wealth Strategies, LLC | 0.18% | Add +2.4% | 29,227 | $1.3M |
| Herold Advisors, Inc. | 0.28% | No change | 27,100 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 26,465 | $1.2M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -3.1% | 25,464 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Add +3.7% | 24,209 | $1.1M |
| Innova Wealth Partners | 0.71% | Reduce -1.4% | 22,709 | $997K |
| Ausdal Financial Partners, Inc. | 0.10% | New | 22,273 | $978K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.4% | 22,064 | $969K |
| IHT Wealth Management, LLC | 0.04% | Add +3.3% | 22,037 | $964K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.5% | 20,852 | $916K |
| Empirical Finance, LLC | 0.05% | No change | 18,048 | $792K |
| ACT Advisors, LLC. | 0.40% | Reduce -3.6% | 17,700 | $777K |
| AE Wealth Management LLC | 0.01% | Reduce -6.6% | 13,941 | $612K |
| Western Wealth Management, LLC | 0.04% | Reduce -2.7% | 13,670 | $600K |
| NWF Advisory Services Inc. | 0.08% | Reduce -8.1% | 11,611 | $510K |
| Safeguard Financial, LLC | 0.14% | Add +0.3% | 11,539 | $507K |
| Wedmont Private Capital | 0.03% | New | 10,054 | $456K |
| Avion Wealth | 0.12% | No change | 9,783 | $429K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -12.3% | 9,491 | $417K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 8,550 | $375K |
| Mercer Global Advisors Inc. | 0.00% | No change | 8,000 | $351K |
| New Perspectives, Inc | 0.16% | No change | 6,668 | $293K |
| Ogorek Anthony Joseph /NY/ | 0.10% | Reduce -9.0% | 6,558 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,345 | $279K |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 5,763 | $253K |
| Private Trust Co. NA | 0.03% | Add +3.3% | 5,673 | $249K |
| Morgan Stanley | 0.00% | Reduce -8.7% | 4,769 | $209K |
| Harbour Investments, Inc. | 0.01% | Add +5.9% | 4,134 | $182K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.1% | 4,042 | $177K |
| UBS Group AG | 0.00% | New | 1,067 | $47K |
| Global Retirement Partners, LLC | 0.00% | New | 921 | $40K |
| Avior Wealth Management, LLC | 0.00% | No change | 685 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 406 | $18K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 361 | $16K |
| IFP Advisors, Inc | 0.00% | New | 300 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.3% | 120 | $5K |
| Covestor Ltd | 0.00% | Reduce -0.8% | 123 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 122 | $5K |
| Northwest Capital Management Inc | 0.00% | New | 98 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $3K |
| Mather Group, Llc. | 0.00% | New | 46 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 37 | $2K |
| Wiser Advisor Group LLC | 0.00% | Add +400.0% | 20 | $837 |
| FMR LLC | 0.00% | Add +50.0% | 3 | $132 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $132 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.