Wisdomtree US Efficient CoreNTSXETF
13F holders, Q3 2024 (September 30)76holders +2
8new positions
5sold out
1famous investor
$46.99avg. 13F price*
At the end of Q3 2024, 76 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($287.3M), Rational Advisors, Inc. ($55.3M) and Cwm, LLC ($53.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.4M |
| Exits | 5 | $5.1M |
All 13F filers, Q2 2024 → Q3 2024: 373,115 shares bought and 596,437 shares sold, net −223,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Halbert Hargrove Global Advisors, LLC | 15.91% | Add +0.3% | 6,113,051 | $287.3M |
| Rational Advisors, Inc. | 5.47% | Reduce -7.7% | 1,177,860 | $55.3M |
| Cwm, LLC | 0.23% | Add +7.8% | 1,135,125 | $53.3M |
| Wealthcare Advisory Partners LLC | 1.19% | Add +0.4% | 885,368 | $41.6M |
| WJ Interests, LLC | 17.65% | Reduce -5.3% | 851,861 | $40.0M |
| OneDigital Investment Advisors LLC | 0.39% | Add +2.7% | 732,705 | $34.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -3.6% | 672,855 | $31.6M |
| Cetera Investment Advisers | 0.06% | Add +1.0% | 564,453 | $26.5M |
| Professional Financial Advisors, LLC | 5.23% | Reduce -1.9% | 429,492 | $20.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +12.8% | 421,715 | $19.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -11.7% | 343,280 | $16.1M |
| LPL Financial LLC | 0.01% | Reduce -24.7% | 296,778 | $13.9M |
| Howard Bailey Securities, LLC | 5.20% | — | 291,924 | $13.7M |
| Perennial Investment Advisors, LLC | 1.17% | Reduce -6.1% | 190,980 | $9.0M |
| AQR Capital Management | 0.01% | Add +1.5% | 177,137 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.4% | 100,309 | $4.7M |
| Fermata Advisors, LLC | 0.94% | Add +1.0% | 98,372 | $4.6M |
| Accurate Wealth Management, LLC | 0.88% | Add +59.9% | 93,150 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.2% | 85,712 | $4.0M |
| Cibc World Markets Corp. | 0.03% | Reduce -19.0% | 84,692 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 1.81% | Reduce -0.1% | 76,147 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 58,797 | $2.8M |
| RHS Financial, LLC | 1.35% | Reduce -2.6% | 56,865 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.7% | 47,723 | $2.2M |
| Baldwin Wealth Partners LLC | 0.15% | New | 45,807 | $2.2M |
| Leading Edge Financial Planning LLC | 0.59% | Reduce -4.3% | 37,397 | $1.8M |
| Belpointe Asset Management LLC | 0.10% | Reduce -1.0% | 36,166 | $1.7M |
| Sierra Capital LLC | 0.19% | New | 34,777 | $1.6M |
| Morton Capital Management LLC | 0.30% | New | 32,518 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +33.8% | 29,808 | $1.4M |
| REAP Financial Group, LLC | 0.34% | Reduce -23.5% | 29,267 | $1.4M |
| Insight Wealth Strategies, LLC | 0.18% | Reduce -1.5% | 28,791 | $1.4M |
| Herold Advisors, Inc. | 0.28% | Reduce -0.4% | 27,000 | $1.3M |
| Stifel Financial Corp. | 0.00% | No change | 26,465 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +3.0% | 24,926 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.1% | 24,733 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +3.9% | 22,895 | $1.1M |
| Empirical Finance, LLC | 0.05% | Add +0.0% | 18,050 | $848K |
| ACT Advisors, LLC. | 0.38% | Reduce -2.1% | 17,327 | $814K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -33.7% | 16,889 | $794K |
| NDWM LLC | 0.58% | Reduce -80.9% | 15,042 | $707K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -37.0% | 13,134 | $617K |
| AE Wealth Management LLC | 0.01% | Reduce -8.7% | 12,729 | $598K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.6% | 12,630 | $593K |
| Safeguard Financial, LLC | 0.14% | Add +9.1% | 12,585 | $591K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +41.9% | 12,133 | $570K |
| NWF Advisory Services Inc. | 0.08% | Add +0.3% | 11,643 | $547K |
| CreativeOne Wealth, LLC | 0.02% | New | 11,199 | $526K |
| Wedmont Private Capital | 0.03% | No change | 10,054 | $463K |
| Avion Wealth | 0.12% | No change | 9,783 | $459K |
| Morgan Stanley | 0.00% | Add +104.5% | 9,753 | $458K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.2% | 9,507 | $447K |
| Mercer Global Advisors Inc. | 0.00% | No change | 8,000 | $375K |
| New Perspectives, Inc | 0.17% | No change | 6,668 | $313K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.3% | 5,945 | $279K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 5,684 | $267K |
| Private Trust Co. NA | 0.03% | No change | 5,673 | $267K |
| Corient Private Wealth LP | 0.00% | New | 5,000 | $235K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,659 | $219K |
| Harbour Investments, Inc. | 0.01% | Add +5.8% | 4,374 | $206K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $190K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -42.0% | 3,805 | $178K |
| Authentikos Wealth Advisory, LLC | 0.09% | New | 2,001 | $94K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 923 | $43K |
| Avior Wealth Management, LLC | 0.00% | Reduce -39.0% | 418 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 407 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 120 | $6K |
| Covestor Ltd | 0.00% | Reduce -20.3% | 98 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 98 | $5K |
| Simplex Trading, LLC | 0.00% | New | 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% | Reduce -5.0% | 19 | $898 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $141 |
| FMR LLC | 0.00% | Reduce -33.3% | 2 | $94 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.