Wisdomtree US Efficient CoreNTSXETF
13F holders, Q1 2025 (March 31)90holders +2
12new positions
10sold out
1famous investor
$45.31avg. 13F price*
At the end of Q1 2025, 90 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 2 from Q4 2024. 12 opened new positions and 10 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($272.7M), Cwm, LLC ($54.0M) and Rational Advisors, Inc. ($41.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.9M |
| Exits | 10 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 319,553 shares bought and 737,162 shares sold, net −417,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Halbert Hargrove Global Advisors, LLC | 15.53% | Reduce -1.1% | 6,018,612 | $272.7M |
| Cwm, LLC | 0.22% | Add +2.5% | 1,192,606 | $54.0M |
| Rational Advisors, Inc. | 4.30% | Reduce -16.3% | 904,332 | $41.0M |
| Wealthcare Advisory Partners LLC | 1.10% | Reduce -0.1% | 904,188 | $41.0M |
| OneDigital Investment Advisors LLC | 0.41% | Add +1.5% | 755,731 | $34.2M |
| WJ Interests, LLC | 12.73% | Reduce -26.7% | 603,926 | $27.4M |
| Cetera Investment Advisers | 0.05% | Reduce -1.9% | 560,882 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.7% | 491,369 | $22.3M |
| Professional Financial Advisors, LLC | 5.20% | Add +3.2% | 452,243 | $20.5M |
| LPL Financial LLC | 0.01% | Add +4.0% | 448,283 | $20.3M |
| Howard Bailey Securities, LLC | 5.18% | Add +13.4% | 342,854 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Add +2.5% | 333,729 | $15.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.9% | 272,217 | $12.3M |
| AQR Capital Management | 0.01% | Add +27.3% | 265,752 | $12.0M |
| Perennial Investment Advisors, LLC | 0.96% | Reduce -1.6% | 188,781 | $8.6M |
| Fermata Advisors, LLC | 0.84% | Add +2.4% | 102,831 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.0% | 84,378 | $3.8M |
| Bravias Capital Group, LLC | 2.82% | Reduce -2.0% | 76,794 | $3.5M |
| Cibc World Markets Corp. | 0.03% | Reduce -8.4% | 76,225 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -10.2% | 75,740 | $3.4M |
| ORBA Wealth Advisors, L.L.C. | 1.67% | Reduce -0.4% | 73,053 | $3.3M |
| Bison Wealth, LLC | 0.26% | Reduce -12.1% | 62,520 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 59,754 | $2.7M |
| RHS Financial, LLC | 1.41% | Reduce -2.2% | 55,439 | $2.5M |
| Leading Edge Financial Planning LLC | 0.51% | Reduce -3.5% | 35,934 | $1.6M |
| Insight Wealth Strategies, LLC | 0.20% | Add +0.2% | 32,793 | $1.5M |
| Morton Capital Management LLC | 0.29% | Add +0.1% | 32,660 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +4.9% | 30,781 | $1.4M |
| Belpointe Asset Management LLC | 0.07% | Reduce -15.4% | 30,607 | $1.4M |
| Financial Advocates Investment Management | 0.09% | Add +12.2% | 29,029 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 27,922 | $1.3M |
| Herold Advisors, Inc. | 0.27% | No change | 27,000 | $1.2M |
| Accurate Wealth Management, LLC | 0.22% | Reduce -70.8% | 26,166 | $1.1M |
| Innova Wealth Partners | 0.67% | Add +0.1% | 24,022 | $1.1M |
| Golden State Wealth Management, LLC | 0.15% | Add +16.0% | 22,014 | $997K |
| Old Mission Capital LLC | 0.02% | New | 21,588 | $978K |
| Sierra Capital LLC | 0.12% | Reduce -38.4% | 21,439 | $971K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 21,191 | $960K |
| REAP Financial Group, LLC | 0.22% | Reduce -20.4% | 19,766 | $896K |
| Morgan Stanley | 0.00% | Add +1.6% | 19,494 | $883K |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.1% | 18,732 | $849K |
| Oregon Pacific Wealth Management, LLC | 0.77% | Add +4.1% | 17,083 | $774K |
| Sunbelt Securities, Inc. | 0.07% | Add +0.2% | 16,509 | $748K |
| Rockefeller Capital Management L.P. | 0.00% | New | 16,405 | $743K |
| ACT Advisors, LLC. | 0.40% | No change | 16,128 | $731K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.1% | 14,309 | $648K |
| NDWM LLC | 0.61% | Reduce -8.1% | 13,828 | $627K |
| Safeguard Financial, LLC | 0.13% | Add +14.5% | 13,251 | $600K |
| Corient Private Wealth LP | 0.00% | No change | 13,200 | $598K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.5% | 11,972 | $542K |
| Ameriflex Group, Inc. | 0.22% | Add +0.3% | 11,675 | $529K |
| Stifel Financial Corp. | 0.00% | Reduce -56.1% | 11,600 | $526K |
| United Advisor Group, LLC | 0.10% | Add +91.2% | 10,591 | $480K |
| AE Wealth Management LLC | 0.00% | Reduce -24.8% | 10,124 | $459K |
| Avion Wealth | 0.12% | No change | 9,783 | $456K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $435K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.0% | 9,355 | $424K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,191 | $416K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 8,101 | $367K |
| Astra Wealth Partners LLC | 0.32% | No change | 7,425 | $336K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -26.9% | 6,861 | $311K |
| Harbour Investments, Inc. | 0.01% | Add +13.8% | 6,330 | $287K |
| Magnolia Private Wealth, LLC | 0.23% | No change | 6,086 | $276K |
| Barnes Wealth Management Group, Inc | 0.17% | Add +21.4% | 5,842 | $265K |
| Captrust Financial Advisors | 0.00% | New | 5,598 | $254K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 5,516 | $250K |
| Transce3nd, LLC | 0.11% | Reduce -17.5% | 5,487 | $249K |
| Private Trust Co. NA | 0.02% | Reduce -1.6% | 4,695 | $213K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.2% | 4,597 | $208K |
| Royal Bank of Canada | 0.00% | Reduce -27.0% | 4,143 | $188K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $183K |
| Synergy Investment Management, LLC | 0.05% | Add +0.1% | 2,608 | $118K |
| Smartleaf Asset Management LLC | 0.01% | Add +1418.3% | 1,822 | $82K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,395 | $64K |
| CoreCap Advisors, LLC | 0.00% | New | 1,333 | $60K |
| Costello Asset Management, INC | 0.02% | New | 910 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | New | 874 | $36K |
| SYM FINANCIAL Corp | 0.00% | New | 594 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 410 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $14K |
| Toth Financial Advisory Corp. | 0.00% | New | 251 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.4% | 227 | $10K |
| WealthTrak Capital Management LLC | 0.01% | New | 144 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 94 | $4K |
| Covestor Ltd | 0.00% | Reduce -22.9% | 91 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.7% | 38 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 22 | $997 |
| Wiser Advisor Group LLC | 0.00% | No change | 19 | $872 |
| FMR LLC | 0.00% | Reduce -85.7% | 1 | $45 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.