NTSX

WisdomTree U.S. Efficient Core Fund
$53.31-0.06 (-0.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.441149137880293e+255B

Total Value

$2.982297557251121e+192T

% of Float

Price History

$40.73$44.52$48.30$52.08$55.87Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HALBERT HARGROVE GLOBAL ADVISORS, LLC5,441,149$298.2M14.16%Share
2CWM, LLC1,378,802$75.6M0.20%Share
3Wealthcare Advisory Partners LLC932,701$51.1M1.00%Share
4OneDigital Investment Advisors LLC702,670$38.0M0.37%Share
5RATIONAL ADVISORS, INC.646,098$35.0M3.59%Share
6Cetera Investment Advisers561,943$30.0M0.03%Share
7Professional Financial Advisors, LLC488,331$26.8M5.47%Share
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC477,701$26.6M0.04%Share
9WJ Interests, LLC463,805$25.4M10.94%Share
10LPL Financial LLC335,030$18.0M0.00%Share
11AQR CAPITAL MANAGEMENT LLC232,229$12.0M0.01%Share
12BNP PARIBAS FINANCIAL MARKETS184,138$10.0M0.00%Share
13Perennial Investment Advisors, LLC161,290$8.8M0.70%Share
14Fermata Advisors, LLC123,765$6.8M1.63%Share
15Bravias Capital Group, LLC104,845$5.7M3.47%Share
16Kestra Advisory Services, LLC82,800$4.0M0.02%Share
17MORGAN STANLEY79,596$4.0M0.00%Share
18Private Advisor Group, LLC80,575$4.0M0.02%Share
19CIBC WORLD MARKETS CORP64,467$3.0M0.01%Share
20OSAIC HOLDINGS, INC.64,896$3.0M0.00%Share
21RHS Financial, LLC52,410$2.9M1.40%Share
22Leading Edge Financial Planning LLC37,547$2.1M0.47%Share
23Insight Wealth Strategies, LLC36,578$2.0M0.23%Share
24JPMORGAN CHASE & CO48,770$2.0M0.00%Share
25COMMONWEALTH EQUITY SERVICES, LLC51,035$2.0M0.00%Share
26Morton Capital Management LLC/CA32,964$1.8M0.28%Share
27Ausdal Financial Partners, Inc.27,702$1.5M0.07%Share
28Golden State Wealth Management, LLC27,491$1.5M0.16%Share
29Herold Advisors, Inc.25,000$1.4M0.31%Share
30HOWARD BAILEY SECURITIES, LLC24,077$1.3M0.52%Share
31Wright Wealth LLC23,367$1.3M0.83%Share
32Innova Wealth Partners23,030$1.3M0.64%Share
33Accurate Wealth Management, LLC21,973$1.2M0.16%Share
34Sierra Capital LLC21,439$1.2M0.12%Share
35ORBA Wealth Advisors, L.L.C.20,568$1.1M0.98%Share
36Belpointe Asset Management LLC20,066$1.1M0.04%Share
37WealthPlan Investment Management, LLC18,318$1.0M0.06%Share
38Cambridge Investment Research Advisors, Inc.21,334$1.0M0.00%Share
39NewEdge Advisors, LLC26,334$1.0M0.00%Share
40REAP Financial Group, LLC16,495$904K0.18%Share
41ACT Advisors, LLC.16,108$882K0.35%Share
42Oregon Pacific Wealth Management, LLC15,034$824K0.85%Share
43Sunbelt Securities, Inc.14,709$806K0.05%Share
44Corient Private Wealth LLC13,900$761K0.00%Share
45Merit Financial Group, LLC12,773$700K0.01%Share
46United Advisor Group, LLC12,415$680K0.08%Share
47NDWM LLC12,309$674K0.45%Share
48Wedmont Private Capital10,054$557K0.02%Share
49Avion Wealth9,783$536K0.11%Share
50Frontier Asset Management, LLC8,927$489K0.11%Share