Wisdomtree US Efficient CoreNTSXETF
13F holders, Q4 2025 (December 31)104holders +9
8new positions
5sold out
1famous investor
$54.84avg. 13F price*
At the end of Q4 2025, 104 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 9 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($298.2M), Cwm, LLC ($75.6M) and Wealthcare Advisory Partners LLC ($51.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 5 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 209,378 shares bought and 714,942 shares sold, net −505,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Halbert Hargrove Global Advisors, LLC | 14.27% | Reduce -0.7% | 5,441,149 | $298.2M |
| Cwm, LLC | 0.20% | Add +0.8% | 1,378,802 | $75.6M |
| Wealthcare Advisory Partners LLC | 1.00% | Reduce -0.9% | 932,701 | $51.1M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -0.2% | 702,670 | $38.5M |
| Rational Advisors, Inc. | 3.86% | Reduce -9.5% | 646,098 | $35.4M |
| Cetera Investment Advisers | 0.03% | Add +0.7% | 561,943 | $30.8M |
| Professional Financial Advisors, LLC | 5.47% | Reduce -1.0% | 488,331 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.4% | 477,701 | $26.6M |
| WJ Interests, LLC | 10.94% | Reduce -6.7% | 463,805 | $25.4M |
| 46 Peaks LLC | 17.23% | — | 428,515 | $23.5M |
| LPL Financial LLC | 0.01% | Add +4.6% | 335,030 | $18.4M |
| AQR Capital Management | 0.01% | Reduce -1.2% | 243,247 | $13.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -2.1% | 184,138 | $10.1M |
| Perennial Investment Advisors, LLC | 0.70% | Add +22.9% | 161,290 | $8.8M |
| Fermata Advisors, LLC | 1.63% | Reduce -1.1% | 123,765 | $6.8M |
| Bravias Capital Group, LLC | 3.47% | Add +9.1% | 104,845 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.8% | 82,800 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.3% | 80,575 | $4.4M |
| Morgan Stanley | 0.00% | Add +14.3% | 79,596 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -78.8% | 68,222 | $3.7M |
| Cibc World Markets Corp. | 0.02% | — | 64,467 | $3.5M |
| RHS Financial, LLC | 1.40% | Reduce -2.6% | 52,410 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 51,035 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +257.0% | 49,400 | $2.7M |
| Leading Edge Financial Planning LLC | 0.47% | Add +6.1% | 37,547 | $2.1M |
| Insight Wealth Strategies, LLC | 0.23% | Add +9.0% | 36,578 | $2.0M |
| Morton Capital Management LLC | 0.28% | Add +0.3% | 32,964 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -3.1% | 27,702 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | Add +3.2% | 27,491 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +76.6% | 26,334 | $1.4M |
| Herold Advisors, Inc. | 0.31% | Reduce -3.9% | 25,000 | $1.4M |
| Howard Bailey Securities, LLC | 0.52% | Reduce -90.6% | 24,077 | $1.3M |
| Wright Wealth LLC | 0.83% | — | 23,367 | $1.3M |
| Innova Wealth Partners | 0.64% | Add +1.0% | 23,030 | $1.3M |
| Accurate Wealth Management, LLC | 0.16% | Reduce -3.7% | 21,973 | $1.2M |
| Sierra Capital LLC | 0.12% | No change | 21,439 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 21,334 | $1.2M |
| ORBA Wealth Advisors, L.L.C. | 0.98% | Reduce -11.8% | 20,568 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.5% | 20,066 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +1.1% | 18,318 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 17,669 | $968K |
| REAP Financial Group, LLC | 0.18% | Reduce -3.0% | 16,495 | $904K |
| ACT Advisors, LLC. | 0.35% | Reduce -3.0% | 16,108 | $883K |
| Oregon Pacific Wealth Management, LLC | 0.85% | Reduce -5.7% | 15,034 | $824K |
| Bison Wealth, LLC | 0.09% | New | 15,751 | $810K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -4.7% | 14,709 | $806K |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 13,900 | $762K |
| Mariner, LLC | 0.00% | New | 13,475 | $739K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 12,773 | $700K |
| United Advisor Group, LLC | 0.09% | Add +3.5% | 12,415 | $680K |
| NDWM LLC | 0.45% | Reduce -0.3% | 12,309 | $675K |
| IHT Wealth Management, LLC | 0.02% | New | 11,896 | $661K |
| Western Wealth Management, LLC | 0.03% | Reduce -9.5% | 11,008 | $603K |
| Quantinno Capital Management LP | 0.00% | Add +103.7% | 10,450 | $573K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $558K |
| Avion Wealth | 0.11% | No change | 9,783 | $536K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,132 | $501K |
| Frontier Asset Management, LLC | 0.11% | New | 8,927 | $489K |
| AE Wealth Management LLC | 0.00% | Add +32.8% | 8,297 | $455K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +12.8% | 8,065 | $442K |
| Mercer Global Advisors Inc. | 0.00% | No change | 8,030 | $440K |
| Astra Wealth Partners LLC | 0.26% | No change | 7,800 | $428K |
| Susquehanna International Group, LLP | 0.00% | New | 7,381 | $405K |
| Harbour Investments, Inc. | 0.01% | Add +6.2% | 7,123 | $390K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 6,916 | $379K |
| Captrust Financial Advisors | 0.00% | No change | 5,697 | $312K |
| Royal Bank of Canada | 0.00% | Add +15.8% | 5,240 | $287K |
| Cambria Investment Management, L.P. | 0.02% | No change | 5,179 | $284K |
| Empowered Funds, LLC | 0.00% | No change | 5,179 | $284K |
| TopTier Wealth Management, LLC | 0.18% | — | 4,836 | $265K |
| McCartney Wealth Management LLC | 0.22% | — | 4,551 | $249K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -4.6% | 4,465 | $245K |
| Magnolia Private Wealth, LLC | 0.16% | No change | 4,170 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.3% | 4,087 | $224K |
| Strategic Blueprint, LLC | 0.01% | New | 4,045 | $222K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $222K |
| IFG Advisory, LLC | 0.01% | Add +2.1% | 4,028 | $221K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 4,015 | $220K |
| Team Financial Group, LLC | 0.10% | Add +7.9% | 3,998 | $219K |
| Traynor Capital Management, Inc. | 0.01% | No change | 3,887 | $213K |
| Private Trust Co. NA | 0.02% | Reduce -19.3% | 3,851 | $211K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,714 | $204K |
| Farther Finance Advisors, LLC | 0.00% | Add +90.2% | 2,594 | $142K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +95.5% | 1,715 | $94K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +163.5% | 1,684 | $92K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,355 | $75K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,352 | $74K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,333 | $73K |
| Chapman Financial Group, LLC | 0.04% | New | 1,000 | $55K |
| Costello Asset Management, INC | 0.02% | No change | 900 | $49K |
| Evolution Wealth Management Inc. | 0.03% | Add +562.8% | 623 | $34K |
| Wellington-Altus USA Inc. | 0.02% | — | 595 | $33K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 564 | $31K |
| SYM FINANCIAL Corp | 0.00% | Add +0.2% | 472 | $26K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $22K |
| UBS Group AG | 0.00% | New | 328 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 227 | $12K |
| Essential Partners LLC | 0.00% | No change | 191 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -97.2% | 134 | $7K |
| Covestor Ltd | 0.00% | No change | 82 | $5K |
| FMR LLC | 0.00% | Add +2100.0% | 88 | $5K |
| 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% | No change | 19 | $1K |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.