WisdomTree Trust - US EFFICIENT COR (NTSX) Institutional Ownership

CUSIP: 97717Y790

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / US EFFICIENT COR
Symbol
NTSX
Shares outstanding
23,281,204
Price per share
$55.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
13,969,904
Total reported value
$766,118,114
% of total 13F portfolios
0.01%
Share change
-517,070
Value change
-$28,293,667
Number of holders
100
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 97717Y790?
CUSIP 97717Y790 identifies NTSX - WisdomTree Trust - US EFFICIENT COR in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of WisdomTree Trust - US EFFICIENT COR (NTSX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HALBERT HARGROVE GLOBAL ADVISORS, LLC 24% $312,117,134 5,703,895 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Jan 2023

As of 31 Dec 2025, 100 institutional investors reported holding 13,969,904 shares of WisdomTree Trust - US EFFICIENT COR (NTSX). This represents 60% of the company’s total 23,281,204 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree Trust - US EFFICIENT COR (NTSX) together control 57% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23% 5,441,149 -0.7% 14% $298,229,369
CWM, LLC 5.9% 1,378,802 +0.8% 0.2% $75,572,000
Wealthcare Advisory Partners LLC 4% 932,701 -0.92% 1% $51,121,366
OneDigital Investment Advisors LLC 3% 702,670 -0.18% 0.38% $38,513,350
RATIONAL ADVISORS, INC. 2.8% 646,098 -9.5% 3.6% $35,412,631
Cetera Investment Advisers 2.4% 561,943 +0.72% 0.03% $30,800,091
Professional Financial Advisors, LLC 2.1% 488,331 -1% 5.5% $26,765,428
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.1% 477,701 -0.42% 0.04% $26,574,511
WJ Interests, LLC 2% 463,805 -6.7% 11% $25,421,152
46 Peaks LLC 1.8% 428,515 0% 17% $23,486,907
LPL Financial LLC 1.4% 335,030 +4.6% 0.01% $18,362,997
AQR CAPITAL MANAGEMENT LLC 1% 243,247 -1.2% 0.01% $13,332,361
BNP PARIBAS FINANCIAL MARKETS 0.79% 184,138 0% 0.01% $10,092,604
Perennial Investment Advisors, LLC 0.69% 161,290 +23% 0.7% $8,840,240
Fermata Advisors, LLC 0.53% 123,765 -1.1% 1.6% $6,783,582
Bravias Capital Group, LLC 0.45% 104,845 +9.1% 3.5% $5,746,577
Kestra Advisory Services, LLC 0.36% 82,800 -0.76% 0.02% $4,538,255
Private Advisor Group, LLC 0.35% 80,575 -0.27% 0.02% $4,416,297
MORGAN STANLEY 0.34% 79,596 +14% 0% $4,362,657
OSAIC HOLDINGS, INC. 0.29% 68,222 -79% 0.01% $3,739,233
CIBC WORLD MARKETS CORP 0.28% 64,467 -6.3% 0.02% $3,533,436
RHS Financial, LLC 0.23% 52,410 -2.6% 1.4% $2,872,608
COMMONWEALTH EQUITY SERVICES, LLC 0.22% 51,035 -1.7% 0% $2,797,230
JPMORGAN CHASE & CO 0.21% 49,400 +257% 0% $2,707,614
Leading Edge Financial Planning LLC 0.16% 37,547 +6.1% 0.47% $2,057,959

Institutional Holders of WisdomTree Trust - US EFFICIENT COR (NTSX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,969,904 $766,118,114 -$28,293,667 $54.81 100
2025 Q3 14,030,965 $756,060,722 -$51,326,890 $53.92 94
2025 Q2 14,869,863 $744,389,711 -$3,138,743 $50.06 97
2025 Q1 15,079,979 $683,207,417 -$19,641,033 $45.31 90
2024 Q4 15,557,381 $726,427,815 -$13,185,541 $46.69 88
2024 Q3 15,637,805 $734,827,034 -$7,992,484 $46.99 76
2024 Q2 15,569,686 $683,762,088 -$1,696,331 $43.91 74
2024 Q1 15,552,836 $656,689,265 -$9,608,644 $42.23 74
2023 Q4 15,628,755 $614,514,953 +$2,509,628 $39.30 74
2023 Q3 15,413,117 $538,853,038 +$36,371,567 $34.96 65
2023 Q2 14,369,204 $533,494,593 +$52,349,793 $37.07 65
2023 Q1 13,067,949 $458,094,494 -$12,181,928 $35.06 67
2022 Q4 13,513,255 $438,542,947 +$22,358,670 $32.45 71
2022 Q3 12,789,770 $391,241,400 +$6,173,815 $30.58 69
2022 Q2 12,854,685 $428,708,163 -$24,823,013 $33.34 67
2022 Q1 13,442,802 $544,344,667 +$10,628,723 $40.52 67
2021 Q4 12,608,466 $558,686,647 +$111,758,558 $44.33 68
2021 Q3 10,487,839 $427,385,082 +$52,524,176 $40.74 47
2021 Q2 8,618,262 $350,400,261 +$12,180,012 $40.64 41
2021 Q1 8,302,318 $310,156,969 +$5,431,991 $37.33 36
2020 Q4 8,139,255 $297,882,450 -$4,886,573 $36.60 34
2020 Q3 8,182,032 $272,320,140 +$77,677,791 $33.28 26
2020 Q2 5,778,090 $176,632,600 +$85,258,057 $30.56 16
2020 Q1 2,983,890 $76,864,219 +$56,854,752 $25.76 11
2019 Q4 716,148 $21,213,000 -$3,822,364 $29.62 11
2019 Q3 846,126 $23,600,000 +$21,827,179 $27.89 10
2019 Q2 63,548 $1,726,000 -$1,530,356 $27.15 3
2019 Q1 141,562 $3,654,000 -$458,883 $25.82 4
2018 Q4 140,945 $3,209,000 +$1,421,201 $22.77 3
2018 Q3 44,489 $1,145,000 +$1,145,000 $25.74 2