Wisdomtree US Efficient CoreNTSXETF
13F holders, Q3 2025 (September 30)95holders −3
9new positions
12sold out
1famous investor
$53.89avg. 13F price*
At the end of Q3 2025, 95 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, down 3 from Q2 2025. 9 opened new positions and 12 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($295.5M), Cwm, LLC ($73.8M) and Wealthcare Advisory Partners LLC ($50.8M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 12 | $10.1M |
All 13F filers, Q2 2025 → Q3 2025: 348,397 shares bought and 1,265,407 shares sold, net −917,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Halbert Hargrove Global Advisors, LLC | 14.46% | Reduce -8.7% | 5,479,423 | $295.5M |
| Cwm, LLC | 0.22% | Add +8.2% | 1,367,800 | $73.8M |
| Wealthcare Advisory Partners LLC | 1.06% | Add +2.3% | 941,315 | $50.8M |
| Rational Advisors, Inc. | 4.01% | Reduce -8.4% | 713,693 | $38.5M |
| OneDigital Investment Advisors LLC | 0.39% | Reduce -7.1% | 703,963 | $38.0M |
| Cetera Investment Advisers | 0.04% | Reduce -0.5% | 557,938 | $30.1M |
| WJ Interests, LLC | 10.82% | Reduce -15.4% | 497,033 | $26.8M |
| Professional Financial Advisors, LLC | 5.60% | Add +3.3% | 493,406 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.6% | 479,715 | $26.0M |
| LPL Financial LLC | 0.01% | Reduce -32.3% | 320,428 | $17.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.1% | 321,385 | $16.7M |
| Howard Bailey Securities, LLC | 3.95% | Reduce -27.8% | 257,127 | $13.9M |
| AQR Capital Management | 0.01% | Reduce -1.6% | 246,308 | $13.3M |
| BNP Paribas Financial Markets | 0.01% | Add +36.6% | 188,090 | $10.1M |
| Perennial Investment Advisors, LLC | 0.58% | Add +0.5% | 131,289 | $7.1M |
| Fermata Advisors, LLC | 1.71% | Add +10.9% | 125,189 | $6.8M |
| Bravias Capital Group, LLC | 3.46% | Add +13.4% | 96,097 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.1% | 83,431 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +2.9% | 80,790 | $4.4M |
| Morgan Stanley | 0.00% | Add +94.2% | 69,658 | $3.8M |
| CIBC Bancorp USA Inc. | 0.02% | — | 65,913 | $3.6M |
| RHS Financial, LLC | 1.50% | Reduce -8.1% | 53,794 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 51,908 | $2.8M |
| Leading Edge Financial Planning LLC | 0.48% | Reduce -5.8% | 35,391 | $1.9M |
| Insight Wealth Strategies, LLC | 0.21% | Add +7.9% | 33,552 | $1.8M |
| Morton Capital Management LLC | 0.29% | Add +0.3% | 32,865 | $1.8M |
| Old Mission Capital LLC | 0.06% | Reduce -13.0% | 32,310 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -9.0% | 28,602 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | Add +14.6% | 26,641 | $1.4M |
| Herold Advisors, Inc. | 0.32% | Reduce -3.7% | 26,000 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.04% | Reduce -30.9% | 23,327 | $1.3M |
| Innova Wealth Partners | 0.66% | Reduce -4.0% | 22,809 | $1.2M |
| Accurate Wealth Management, LLC | 0.16% | Reduce -1.7% | 22,815 | $1.2M |
| Sierra Capital LLC | 0.13% | No change | 21,439 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 21,414 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -14.3% | 20,166 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +53.6% | 18,123 | $977K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 17,616 | $950K |
| REAP Financial Group, LLC | 0.20% | Reduce -8.4% | 17,000 | $917K |
| ACT Advisors, LLC. | 0.36% | Add +4.3% | 16,600 | $895K |
| Oregon Pacific Wealth Management, LLC | 0.74% | Reduce -4.8% | 15,939 | $859K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -6.4% | 15,431 | $832K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.3% | 14,913 | $804K |
| JPMorgan Chase & Co. | 0.00% | New | 13,838 | $746K |
| Corient Private Wealth LP | 0.00% | No change | 13,200 | $712K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 12,735 | $687K |
| NDWM LLC | 0.45% | Add +0.0% | 12,349 | $666K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.1% | 12,164 | $656K |
| United Advisor Group, LLC | 0.09% | Add +2.1% | 11,999 | $647K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $544K |
| Avion Wealth | 0.11% | No change | 9,783 | $527K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 9,132 | $492K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 8,030 | $433K |
| Astra Wealth Partners LLC | 0.29% | No change | 7,800 | $421K |
| Barnes Wealth Management Group, Inc | 0.21% | Add +0.0% | 7,151 | $386K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 6,898 | $372K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.6% | 6,709 | $362K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -31.2% | 6,486 | $350K |
| AE Wealth Management LLC | 0.00% | Reduce -27.7% | 6,249 | $337K |
| NWF Advisory Services Inc. | 0.03% | Reduce -46.3% | 5,768 | $311K |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 5,697 | $307K |
| Cambria Investment Management, L.P. | 0.02% | Add +1.4% | 5,179 | $279K |
| Empowered Funds, LLC | 0.00% | Add +1.4% | 5,179 | $279K |
| Quantinno Capital Management LP | 0.00% | New | 5,130 | $277K |
| Private Trust Co. NA | 0.02% | No change | 4,774 | $257K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 4,767 | $257K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.9% | 4,680 | $252K |
| Royal Bank of Canada | 0.00% | Add +7.0% | 4,527 | $244K |
| Magnolia Private Wealth, LLC | 0.16% | Reduce -9.9% | 4,170 | $225K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -10.6% | 4,077 | $220K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,015 | $216K |
| IFG Advisory, LLC | 0.01% | New | 3,945 | $213K |
| Traynor Capital Management, Inc. | 0.01% | New | 3,887 | $210K |
| Clearstead Advisors, LLC | 0.00% | New | 3,714 | $200K |
| Team Financial Group, LLC | 0.09% | Add +0.7% | 3,706 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -65.2% | 1,364 | $74K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,355 | $73K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,349 | $73K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,333 | $72K |
| Costello Asset Management, INC | 0.02% | No change | 900 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 877 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 874 | $47K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 639 | $34K |
| SYM FINANCIAL Corp | 0.00% | Add +0.2% | 471 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 386 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 227 | $12K |
| Essential Partners LLC | 0.00% | No change | 191 | $10K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -84.3% | 94 | $5K |
| Covestor Ltd | 0.00% | Reduce -9.9% | 82 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 38 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 19 | $1K |
| FMR LLC | 0.00% | Reduce -69.2% | 4 | $216 |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.