Wisdomtree US Efficient CoreNTSXETF
13F holders, Q4 2024 (December 31)88holders +12
8new positions
8sold out
1famous investor
$46.69avg. 13F price*
At the end of Q4 2024, 88 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 12 from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($284.1M), Cwm, LLC ($54.3M) and Rational Advisors, Inc. ($50.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 8 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 450,071 shares bought and 755,735 shares sold, net −305,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Halbert Hargrove Global Advisors, LLC | 15.94% | Reduce -0.5% | 6,084,006 | $284.1M |
| Cwm, LLC | 0.23% | Add +2.5% | 1,163,551 | $54.3M |
| Rational Advisors, Inc. | 5.11% | Reduce -8.3% | 1,080,170 | $50.4M |
| Wealthcare Advisory Partners LLC | 1.17% | Add +2.2% | 905,034 | $42.3M |
| WJ Interests, LLC | 18.56% | Reduce -3.3% | 823,827 | $38.5M |
| OneDigital Investment Advisors LLC | 0.40% | Add +1.6% | 744,752 | $34.8M |
| Cetera Investment Advisers | 0.06% | Add +1.3% | 571,718 | $26.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.3% | 465,062 | $21.7M |
| Professional Financial Advisors, LLC | 5.24% | Add +2.0% | 438,072 | $20.5M |
| LPL Financial LLC | 0.01% | Add +45.2% | 430,903 | $20.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -51.6% | 325,663 | $15.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -6.8% | 319,826 | $14.9M |
| Howard Bailey Securities, LLC | 5.24% | Add +3.5% | 302,282 | $14.1M |
| AQR Capital Management | 0.01% | Add +17.9% | 208,849 | $9.8M |
| Perennial Investment Advisors, LLC | 1.06% | Add +0.4% | 191,781 | $9.0M |
| Fermata Advisors, LLC | 0.88% | Add +2.1% | 100,421 | $4.7M |
| Accurate Wealth Management, LLC | 0.79% | Reduce -3.7% | 89,696 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 84,338 | $3.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -1.7% | 83,257 | $3.9M |
| Bravias Capital Group, LLC | 3.07% | — | 78,339 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +59.3% | 76,028 | $3.5M |
| ORBA Wealth Advisors, L.L.C. | 1.79% | Reduce -3.6% | 73,366 | $3.4M |
| Bison Wealth, LLC | 0.41% | — | 71,127 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -39.6% | 60,543 | $2.8M |
| RHS Financial, LLC | 1.37% | Reduce -0.3% | 56,675 | $2.6M |
| Leading Edge Financial Planning LLC | 0.57% | Reduce -0.5% | 37,230 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | No change | 36,166 | $1.7M |
| Sierra Capital LLC | 0.19% | No change | 34,777 | $1.6M |
| Insight Wealth Strategies, LLC | 0.20% | Add +13.7% | 32,734 | $1.5M |
| Morton Capital Management LLC | 0.29% | Add +0.4% | 32,637 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -1.6% | 29,335 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 27,775 | $1.3M |
| Herold Advisors, Inc. | 0.27% | No change | 27,000 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 26,407 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +3.8% | 25,873 | $1.2M |
| REAP Financial Group, LLC | 0.29% | Reduce -15.1% | 24,836 | $1.2M |
| Innova Wealth Partners | 0.71% | New | 24,000 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.4% | 21,166 | $988K |
| NewEdge Advisors, LLC | 0.01% | New | 21,060 | $983K |
| Morgan Stanley | 0.00% | Add +96.8% | 19,196 | $896K |
| Golden State Wealth Management, LLC | 0.13% | — | 18,979 | $886K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.5% | 17,904 | $836K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -2.4% | 16,480 | $776K |
| Oregon Pacific Wealth Management, LLC | 0.75% | — | 16,411 | $766K |
| ACT Advisors, LLC. | 0.41% | Reduce -6.9% | 16,128 | $753K |
| NDWM LLC | 0.59% | Add +0.0% | 15,045 | $702K |
| AE Wealth Management LLC | 0.01% | Add +5.7% | 13,460 | $628K |
| Corient Private Wealth LP | 0.00% | Add +164.0% | 13,200 | $616K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.4% | 12,303 | $574K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.8% | 12,149 | $567K |
| Ameriflex Group, Inc. | 0.26% | — | 11,642 | $561K |
| Safeguard Financial, LLC | 0.12% | Reduce -8.1% | 11,571 | $540K |
| Balentine LLC | 0.02% | New | 10,588 | $494K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $463K |
| Avion Wealth | 0.12% | No change | 9,783 | $456K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.2% | 9,390 | $438K |
| IHT Wealth Management, LLC | 0.01% | Reduce -64.0% | 8,245 | $385K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 8,031 | $375K |
| Astra Wealth Partners LLC | 0.33% | — | 7,425 | $347K |
| Transce3nd, LLC | 0.11% | — | 6,653 | $311K |
| Magnolia Private Wealth, LLC | 0.25% | — | 6,086 | $284K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 5,677 | $265K |
| Harbour Investments, Inc. | 0.01% | Add +27.2% | 5,565 | $260K |
| United Advisor Group, LLC | 0.05% | New | 5,539 | $259K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -88.5% | 5,287 | $247K |
| RW Investment Management LLC | 0.03% | New | 5,178 | $242K |
| Barnes Wealth Management Group, Inc | 0.15% | — | 4,813 | $225K |
| Private Trust Co. NA | 0.02% | Reduce -15.9% | 4,772 | $223K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.5% | 4,543 | $214K |
| Ground Swell Capital, LLC | 0.44% | New | 4,347 | $203K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $189K |
| Synergy Investment Management, LLC | 0.05% | — | 2,606 | $122K |
| FLP Wealth Management, LLC | 0.14% | — | 1,137 | $53K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 927 | $43K |
| Avior Wealth Management, LLC | 0.00% | No change | 418 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 409 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -94.1% | 226 | $10K |
| Covestor Ltd | 0.00% | Add +20.4% | 118 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 120 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 94 | $4K |
| Simplex Trading, LLC | 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 |
| IMG Wealth Management, Inc. | 0.00% | — | 22 | $1K |
| Wiser Advisor Group LLC | 0.00% | No change | 19 | $896 |
| FMR LLC | 0.00% | Add +250.0% | 7 | $327 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $140 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.