Wisdomtree US Efficient CoreNTSXETF
13F holders, Q2 2025 (June 30)98holders +8
13new positions
7sold out
1famous investor
$50.06avg. 13F price*
At the end of Q2 2025, 98 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 8 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($300.5M), Cwm, LLC ($63.3M) and Wealthcare Advisory Partners LLC ($46.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.2M |
| Exits | 7 | $671K |
All 13F filers, Q1 2025 → Q2 2025: 372,889 shares bought and 555,074 shares sold, net −182,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Halbert Hargrove Global Advisors, LLC | 15.79% | Reduce -0.3% | 6,002,518 | $300.5M |
| Cwm, LLC | 0.22% | Add +6.0% | 1,263,664 | $63.3M |
| Wealthcare Advisory Partners LLC | 1.05% | Add +1.8% | 920,204 | $46.1M |
| Rational Advisors, Inc. | 4.05% | Reduce -13.8% | 779,076 | $39.0M |
| OneDigital Investment Advisors LLC | 0.42% | Add +0.3% | 757,588 | $37.9M |
| WJ Interests, LLC | 12.57% | Reduce -2.8% | 587,204 | $29.4M |
| Cetera Investment Advisers | 0.05% | Reduce -0.0% | 560,794 | $28.1M |
| Professional Financial Advisors, LLC | 5.54% | Add +5.6% | 477,465 | $23.9M |
| LPL Financial LLC | 0.01% | Add +5.6% | 473,552 | $23.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -10.9% | 437,657 | $22.0M |
| Howard Bailey Securities, LLC | 5.50% | Add +3.9% | 356,234 | $17.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.6% | 328,382 | $16.4M |
| AQR Capital Management | 0.01% | Reduce -5.8% | 250,406 | $12.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -49.4% | 137,737 | $6.9M |
| Perennial Investment Advisors, LLC | 0.63% | Reduce -30.8% | 130,587 | $6.5M |
| Fermata Advisors, LLC | 1.51% | Add +9.8% | 112,867 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.2% | 93,820 | $4.7M |
| Bravias Capital Group, LLC | 3.11% | Add +10.3% | 84,701 | $4.2M |
| Toronto Dominion Bank | 0.01% | New | 82,000 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 78,508 | $3.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -9.7% | 68,808 | $3.4M |
| RHS Financial, LLC | 1.66% | Add +5.5% | 58,515 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 55,333 | $2.8M |
| Bison Wealth, LLC | 0.20% | Reduce -20.2% | 49,904 | $2.5M |
| Leading Edge Financial Planning LLC | 0.52% | Add +4.6% | 37,579 | $1.9M |
| Old Mission Capital LLC | 0.05% | Add +72.1% | 37,148 | $1.9M |
| Morgan Stanley | 0.00% | Add +84.0% | 35,869 | $1.8M |
| ORBA Wealth Advisors, L.L.C. | 1.54% | Reduce -53.8% | 33,772 | $1.7M |
| Morton Capital Management LLC | 0.29% | Add +0.3% | 32,762 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +2.1% | 31,416 | $1.6M |
| Insight Wealth Strategies, LLC | 0.20% | Reduce -5.2% | 31,093 | $1.6M |
| Financial Advocates Investment Management | 0.12% | Reduce -0.4% | 28,904 | $1.4M |
| Herold Advisors, Inc. | 0.28% | No change | 27,000 | $1.4M |
| Innova Wealth Partners | 0.70% | Reduce -1.1% | 23,755 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -23.2% | 23,516 | $1.2M |
| Accurate Wealth Management, LLC | 0.18% | Reduce -11.3% | 23,199 | $1.2M |
| Golden State Wealth Management, LLC | 0.14% | Add +5.6% | 23,245 | $1.2M |
| Sierra Capital LLC | 0.12% | No change | 21,439 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 21,194 | $1.1M |
| REAP Financial Group, LLC | 0.22% | Reduce -6.1% | 18,562 | $929K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.0% | 17,560 | $879K |
| Oregon Pacific Wealth Management, LLC | 0.79% | Reduce -2.0% | 16,739 | $838K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.1% | 16,093 | $806K |
| ACT Advisors, LLC. | 0.37% | Reduce -1.3% | 15,923 | $797K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.2% | 16,480 | $769K |
| Corient Private Wealth LP | 0.00% | No change | 13,200 | $661K |
| Merit Financial Group, LLC | 0.01% | New | 12,695 | $635K |
| Western Wealth Management, LLC | 0.04% | Add +5.9% | 12,679 | $635K |
| NDWM LLC | 0.45% | Reduce -10.7% | 12,347 | $618K |
| WealthPlan Investment Management, LLC | 0.04% | New | 11,799 | $591K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.8% | 11,757 | $589K |
| United Advisor Group, LLC | 0.10% | Add +10.9% | 11,751 | $588K |
| Ameriflex Group, Inc. | 0.30% | No change | 11,675 | $578K |
| NWF Advisory Services Inc. | 0.06% | New | 10,750 | $538K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $505K |
| Avion Wealth | 0.11% | No change | 9,783 | $489K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,432 | $472K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,191 | $460K |
| AE Wealth Management LLC | 0.00% | Reduce -14.7% | 8,641 | $433K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 8,031 | $402K |
| Astra Wealth Partners LLC | 0.32% | Add +5.0% | 7,800 | $390K |
| Barnes Wealth Management Group, Inc | 0.21% | Add +22.4% | 7,148 | $358K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 6,880 | $344K |
| Harbour Investments, Inc. | 0.01% | Add +7.7% | 6,818 | $341K |
| Jane Street Group, LLC | 0.00% | Reduce -77.9% | 6,168 | $309K |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 5,597 | $280K |
| Transce3nd, LLC | 0.11% | Reduce -1.5% | 5,406 | $271K |
| Cambria Investment Management, L.P. | 0.02% | New | 5,107 | $256K |
| Empowered Funds, LLC | 0.00% | New | 5,107 | $256K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.1% | 4,922 | $246K |
| Private Trust Co. NA | 0.02% | Add +1.7% | 4,774 | $239K |
| Magnolia Private Wealth, LLC | 0.18% | Reduce -24.0% | 4,626 | $232K |
| Tounjian Advisory Partners, LLC | 0.04% | Reduce -7.4% | 5,110 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -51.3% | 4,561 | $228K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 4,233 | $212K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +181.0% | 3,920 | $196K |
| Team Financial Group, LLC | 0.09% | New | 3,680 | $184K |
| Global Retirement Partners, LLC | 0.00% | — | 1,346 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -25.6% | 1,355 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,333 | $67K |
| Raymond James Financial Inc. | 0.00% | New | 1,183 | $59K |
| Costello Asset Management, INC | 0.02% | Reduce -1.1% | 900 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 874 | $44K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 639 | $32K |
| Evolution Wealth Management Inc. | 0.04% | — | 600 | $30K |
| SYM FINANCIAL Corp | 0.00% | Reduce -20.9% | 470 | $24K |
| IFP Advisors, Inc | 0.00% | Add +34.7% | 404 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.1% | 385 | $19K |
| Crewe Advisors LLC | 0.00% | New | 227 | $11K |
| Essential Partners LLC | 0.00% | — | 191 | $10K |
| WealthTrak Capital Management LLC | 0.01% | Add +28.5% | 185 | $9K |
| Wells Fargo & Company | 0.00% | New | 162 | $8K |
| Simplex Trading, LLC | 0.00% | New | 140 | $7K |
| Covestor Ltd | 0.00% | No change | 91 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 38 | $2K |
| FMR LLC | 0.00% | Add +1200.0% | 13 | $651 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.