Vault-13

WISDOMTREE TR NTSX

US EFFICIENT COR · ETP · CUSIP 97717Y790

99 institutional holders +8 vs Q1 2025
14,724,02514.7m shares reported held*
$737.1mreported value*
13 new 32 added 37 reduced 7 sold out net sold ≈ $8.0m (-160.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.06.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 73Q4 22: 74Q1 23: 71Q2 23: 66Q3 23: 66Q4 23: 75Q1 24: 75Q2 24: 75Q3 24: 77Q4 24: 89Q1 25: 91Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202273
Q4 202274
Q1 202371
Q2 202366
Q3 202366
Q4 202375
Q1 202475
Q2 202475
Q3 202477
Q4 202489
Q1 202591
Q2 202599

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 34 bought or addedQ3 23: 23 cut or sold outQ4 23: 41 bought or addedQ4 23: 23 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 36 cut or sold outQ2 24: 37 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 30 bought or addedQ3 24: 37 cut or sold outQ4 24: 34 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 41 cut or sold outQ2 25: 45 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233423
Q4 20234123
Q1 20243536
Q2 20243737
Q3 20243037
Q4 20243436
Q1 20254441
Q2 20254544

Biggest buyers

TORONTO DOMINION BANK New +82,000+82.0k
CWM, LLC Added +71,058+71.1k
LPL Financial LLC Added +25,269+25.3k
Professional Financial Advisors, LLC Added +25,222+25.2k
Rockefeller Capital Management L.P. Added +18,715+18.7k
MORGAN STANLEY Added +16,375+16.4k
Wealthcare Advisory Partners LLC Added +16,016+16.0k
OLD MISSION CAPITAL LLC Added +15,560+15.6k
HOWARD BAILEY SECURITIES, LLC Added +13,380+13.4k
Merit Financial Group, LLC New +12,695+12.7k

Biggest sellers

BNP PARIBAS FINANCIAL MARKETS Reduced -134,480-134.5k
RATIONAL ADVISORS, INC. Reduced -125,256-125.3k
Perennial Investment Advisors, LLC Reduced -58,194-58.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -53,712-53.7k
ORBA Wealth Advisors, L.L.C. Reduced -39,281-39.3k
JANE STREET GROUP, LLC Reduced -21,754-21.8k
WJ Interests, LLC Reduced -16,722-16.7k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -16,094-16.1k
AQR CAPITAL MANAGEMENT LLC Reduced -15,346-15.3k
Bison Wealth, LLC Reduced -12,616-12.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13G · institution new · filed 2026-03-12 24.5% new 5.7m≈ $336.8m 2026-03-12

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HALBERT HARGROVE GLOBAL ADVISORS, LLC 15.79% of their portfolio LONG BEACH, CA 6,002,5186.0m $300.5m $300.5m 15.79% Reduced -16.1k -16,094
2 CWM, LLC 0.22% of their portfolio OMAHA, NE 1,263,6641.3m $63.3m $63.3m 0.22% Added +71.1k +71,058
3 Wealthcare Advisory Partners LLC 1.05% of their portfolio WEST CHESTER, PA 920,204920.2k $46.1m $46.1m 1.05% Added +16.0k +16,016
4 RATIONAL ADVISORS, INC. 3.86% of their portfolio San Juan, PR 779,076779.1k $39.0m $39.0m 3.86% Reduced -125.3k -125,256
5 OneDigital Investment Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 757,588757.6k $37.9m $37.9m 0.42% Added +1.9k +1,857
6 WJ Interests, LLC 12.57% of their portfolio SUGAR LAND, TX 587,204587.2k $29.4m $29.4m 12.57% Reduced -16.7k -16,722
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 560,794560.8k $28.1m $28.1m 0.05% Reduced -88 -88
8 Professional Financial Advisors, LLC 5.54% of their portfolio NORTH PLATTE, NE 477,465477.5k $23.9m $23.9m 5.54% Added +25.2k +25,222
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 473,552473.6k $23.7m $23.7m 0.01% Added +25.3k +25,269
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 437,657437.7k $22.0m $22.0m 0.04% Reduced -53.7k -53,712
11 HOWARD BAILEY SECURITIES, LLC 5.50% of their portfolio FORT WAYNE, IN 356,234356.2k $17.8m $17.8m 5.50% Added +13.4k +13,380
12 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 328,382328.4k $16.4m $16.4m 0.03% Reduced -5.3k -5,347
13 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 250,406250.4k $12.5m $12.5m 0.01% Reduced -15.3k -15,346
14 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 137,737137.7k $6.9m $6.9m 0.01% Reduced -134.5k -134,480
15 Perennial Investment Advisors, LLC 0.63% of their portfolio Los Angeles, CA 130,587130.6k $6.5m $6.5m 0.63% Reduced -58.2k -58,194
16 Fermata Advisors, LLC 1.51% of their portfolio SONOMA, CA 112,867112.9k $5.7m $5.7m 1.51% Added +10.0k +10,036
17 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 93,82093.8k $4.7m $4.7m 0.02% Added +9.4k +9,442
18 Bravias Capital Group, LLC 3.11% of their portfolio ISELIN, NJ 84,70184.7k $4.2m $4.2m 3.11% Added +7.9k +7,907
19 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 82,00082.0k $4.1m $4.1m 0.01% New
20 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 78,50878.5k $3.9m $3.9m 0.02% Added +2.8k +2,768
21 CIBC WORLD MARKETS CORP 0.02% of their portfolio NEW YORK, NY 68,80868.8k $3.4m $3.4m 0.02% Reduced -7.4k -7,417
22 RHS Financial, LLC 1.66% of their portfolio SAN FRANCISCO, CA 58,51558.5k $2.9m $2.9m 1.66% Added +3.1k +3,076
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,33355.3k $2.8m $2.8m 0.00% Reduced -4.4k -4,421
24 Bison Wealth, LLC 0.20% of their portfolio ATLANTA, GA 49,90449.9k $2.5m $2.5m 0.20% Reduced -12.6k -12,616
25 Leading Edge Financial Planning LLC 0.52% of their portfolio KNOXVILLE, TN 37,57937.6k $1.9m $1.9m 0.52% Added +1.6k +1,645
26 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 37,14837.1k $1.9m $1.9m 0.05% Added +15.6k +15,560
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 35,86935.9k $1.8m $1.8m 0.00% Added +16.4k +16,375
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 35,12035.1k $1.8m $1.8m 0.00% Added +18.7k +18,715
29 ORBA Wealth Advisors, L.L.C. 1.54% of their portfolio CHICAGO, IL 33,77233.8k $1.7m $1.7m 1.54% Reduced -39.3k -39,281
30 Morton Capital Management LLC/CA 0.29% of their portfolio CALABASAS, CA 32,76232.8k $1.6m $1.6m 0.29% Added +102 +102
31 Ausdal Financial Partners, Inc. 0.10% of their portfolio Davenport, IA 31,41631.4k $1.6m $1.6m 0.10% Added +635 +635
32 Insight Wealth Strategies, LLC 0.20% of their portfolio SAN RAMON, CA 31,09331.1k $1.6m $1.6m 0.20% Reduced -1.7k -1,700
33 Financial Advocates Investment Management 0.12% of their portfolio OLYMPIA, WA 28,90428.9k $1.4m $1.4m 0.12% Reduced -125 -125
34 Herold Advisors, Inc. 0.28% of their portfolio New York, NY 27,00027.0k $1.4m $1.4m 0.28% Unchanged
35 Innova Wealth Partners 0.70% of their portfolio NEWTOWN, PA 23,75523.8k $1.2m $1.2m 0.70% Reduced -267 -267
36 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 23,51623.5k $1.2m $1.2m 0.05% Reduced -7.1k -7,091
37 Golden State Wealth Management, LLC 0.14% of their portfolio SANTA ANA, CA 23,24523.2k $1.2m $1.2m 0.14% Added +1.2k +1,231
38 Accurate Wealth Management, LLC 0.18% of their portfolio WESLEY CHAPEL, FL 23,19923.2k $1.2m $1.2m 0.18% Reduced -3.0k -2,967
39 Sierra Capital LLC 0.12% of their portfolio MIAMI, FL 21,43921.4k $1.1m $1.1m 0.12% Unchanged
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,19421.2k $1.1m $1.1m 0.00% Added +3 +3
41 REAP Financial Group, LLC 0.22% of their portfolio AUSTIN, TX 18,56218.6k $929.2k $929.2k 0.22% Reduced -1.2k -1,204
42 Oregon Pacific Wealth Management, LLC 0.79% of their portfolio Medford, OR 16,73916.7k $838.0k $838.0k 0.79% Reduced -344 -344
43 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 16,48016.5k $769.4k $769.4k 0.07% Reduced -29 -29
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 16,09316.1k $805.6k $805.6k 0.00% Reduced -2.6k -2,639
45 ACT Advisors, LLC. 0.37% of their portfolio ASHEVILLE, NC 15,92315.9k $797.1k $797.1k 0.37% Reduced -205 -205
46 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,20013.2k $660.8k $660.8k 0.00% Unchanged
47 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,69512.7k $635.5k $635.5k 0.01% New
48 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 12,67912.7k $634.7k $634.7k 0.04% Added +707 +707
49 NDWM LLC 0.45% of their portfolio LA JOLLA, CA 12,34712.3k $618.1k $618.1k 0.45% Reduced -1.5k -1,481
50 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 11,79911.8k $590.7k $590.7k 0.04% New
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,75711.8k $588.6k $588.6k 0.00% Reduced -2.6k -2,552
52 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 11,75111.8k $588.2k $588.2k 0.10% Added +1.2k +1,160
53 AMERIFLEX GROUP, INC. 0.30% of their portfolio LAS VEGAS, NV 11,67511.7k $578.3k $578.3k 0.30% Unchanged
54 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 10,75010.8k $538.1k $538.1k 0.06% New
55 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 10,05410.1k $504.7k $504.7k 0.02% Unchanged
56 Avion Wealth 0.11% of their portfolio THE WOODLANDS, TX 9,7839.8k $489.0k $489.0k 0.11% Unchanged
57 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,4329.4k $472.1k $472.1k 0.00% New
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,1919.2k $460.0k $460.0k 0.00% Unchanged
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,6418.6k $432.6k $432.6k 0.00% Reduced -1.5k -1,483
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,4668.5k $424.0k $424.0k 0.00% Added +4.3k +4,323
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,0318.0k $402.0k $402.0k 0.00% Reduced -70 -70
62 Astra Wealth Partners LLC 0.32% of their portfolio JERSEY CITY, NJ 7,8007.8k $390.5k $390.5k 0.32% Added +375 +375
63 Barnes Wealth Management Group, Inc 0.21% of their portfolio Bakersfield, CA 7,1487.1k $357.8k $357.8k 0.21% Added +1.3k +1,306
64 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,8806.9k $344.4k $344.4k 0.01% Added +19 +19
65 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 6,8186.8k $341.3k $341.3k 0.01% Added +488 +488
66 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1686.2k $308.8k $308.8k 0.00% Reduced -21.8k -21,754
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,5975.6k $280.2k $280.2k 0.00% Reduced -1 -1
68 Transce3nd, LLC 0.11% of their portfolio BUDA, TX 5,4065.4k $270.6k $270.6k 0.11% Reduced -81 -81
69 TOUNJIAN ADVISORY PARTNERS, LLC 0.04% of their portfolio FORT MYERS, FL 5,1105.1k $231.5k $231.5k 0.04% Reduced -406 -406
70 Cambria Investment Management, L.P. 0.02% of their portfolio Manhattan Beach, CA 5,1075.1k $255.7k $255.7k 0.02% New
71 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 5,1075.1k $255.7k $255.7k 0.00% New
72 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,9224.9k $246.4k $246.4k 0.01% Added +325 +325
73 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 4,7744.8k $239.0k $239.0k 0.02% Added +79 +79
74 Magnolia Private Wealth, LLC 0.18% of their portfolio PHILADELPHIA, PA 4,6264.6k $231.6k $231.6k 0.18% Reduced -1.5k -1,460
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 4,5614.6k $228.3k $228.3k 0.00% Reduced -4.8k -4,794
76 CARDIFF PARK ADVISORS, LLC 0.02% of their portfolio SAN MARCOS, CA 4,0424.0k $202.3k $202.3k 0.02% Unchanged
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,9203.9k $196.2k $196.2k 0.00% Added +2.5k +2,525
78 Team Financial Group, LLC 0.09% of their portfolio TEMECULA, CA 3,6803.7k $184.2k $184.2k 0.09% New
79 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 1,3551.4k $67.3k $67.3k 0.01% Reduced -467 -467
80 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,3461.3k $67.4k $67.4k 0.00% First filing
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3331.3k $66.7k $66.7k 0.00% Unchanged
82 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,1831.2k $59.2k $59.2k 0.00% New
83 Costello Asset Management, INC 0.02% of their portfolio FEASTERVILLE, PA 900900 $45.1k $45.1k 0.02% Reduced -10 -10
84 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 874874 $43.8k $43.8k 0.00% Unchanged
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 639639 $32.0k $32.0k 0.00% New
86 EVOLUTION WEALTH MANAGEMENT INC. 0.04% of their portfolio FORT MYERS, FL 600600 $30.0k $30.0k 0.04% First filing
87 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 470470 $23.5k $23.5k 0.00% Reduced -124 -124
88 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 404404 $20.2k $20.2k 0.00% Added +104 +104
89 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 385385 $19.3k $19.3k 0.00% Reduced -435 -435
90 Crewe Advisors LLC 0.00% of their portfolio SALT LAKE CITY, UT 227227 $11.4k $11.4k 0.00% New
91 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 191191 $9.6k $9.6k 0.00% First filing
92 WealthTrak Capital Management LLC 0.01% of their portfolio VIRGINIA BEACH, VA 185185 $9.3k $9.3k 0.01% Added +41 +41
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 162162 $8.1k $8.1k 0.00% New
94 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 140140 $7.0k $7.0k 0.00% New
95 Covestor Ltd 0.00% of their portfolio LONDON, X0 9191 $5.0k $5.0k 0.00% Unchanged
96 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 7070 $3.5k $3.5k 0.00% Unchanged
97 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 3838 $1.9k $1.9k 0.00% Unchanged
98 FMR LLC 0.00% of their portfolio BOSTON, MA 1313 $651 $651 0.00% Added +12 +12
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged