Latest Period
Q1 2026
Security Snapshot
WisdomTree Trust - US EFFICIENT COR (NTSX) Institutional Ownership
CUSIP: 97717Y790
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
105
Shares (Excl. Options)
14,632,349
Price
$52.15
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- Security type / class
- Equity / US EFFICIENT COR
- Symbol
- NTSX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 14,632,349
- Total 13F value
- $764,993,173
- Portfolio coverage rank
- 0.01%
- Share change
- +670,565
- Value change
- +$35,563,896
- Number of holders
- 105
- Shares outstanding
- 23,281,204
- SEC-reported price per share
- $58.32
Latest holder snapshot
5 signals
Issuer context
Who this page is about.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NTSX - WisdomTree Trust - US EFFICIENT COR is tracked under CUSIP 97717Y790.
- 105 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 103 to 105 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $766,945,547 to $764,993,173.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 105 institutions filings for Q1 2026.
Security key
97717Y790
Latest holder period
Q1 2026
13F holders
105
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y790:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NTSX
| 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 Mar 2026, 105 institutional investors reported holding 14,632,349 shares of WisdomTree Trust - US EFFICIENT COR (NTSX). This represents 63% of the company’s total 23,281,204 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23% | 5,417,096 | -0.44% | 14% | $282,501,556 |
| CWM, LLC | 6.1% | 1,410,617 | +2.3% | 0.19% | $73,563,652 |
| RATIONAL ADVISORS, INC. | 5.6% | 1,296,573 | +101% | 7.1% | $69,334,902 |
| Wealthcare Advisory Partners LLC | 4.2% | 988,091 | +5.9% | 1% | $51,528,920 |
| OneDigital Investment Advisors LLC | 2.6% | 609,980 | -13% | 0.31% | $31,810,467 |
| Cetera Investment Advisers | 2.4% | 563,758 | +0.32% | 0.03% | $29,399,958 |
| Professional Financial Advisors, LLC | 2.2% | 508,357 | +4.1% | 5.4% | $26,510,809 |
| WJ Interests, LLC | 2.1% | 494,002 | +6.5% | 9.9% | $25,762,204 |
| 46 Peaks LLC | 1.9% | 442,988 | +3.4% | 17% | $23,101,824 |
| LPL Financial LLC | 1.5% | 350,975 | +4.8% | 0% | $18,303,356 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4% | 323,446 | -32% | 0.04% | $17,006,793 |
| AQR CAPITAL MANAGEMENT LLC | 1.1% | 253,846 | +4.4% | 0.01% | $13,238,069 |
| Perennial Investment Advisors, LLC | 0.69% | 160,605 | -0.42% | 0.67% | $8,375,673 |
| BNP PARIBAS FINANCIAL MARKETS | 0.68% | 159,259 | 0% | 0.01% | $8,305,357 |
| Kestra Advisory Services, LLC | 0.58% | 134,234 | +62% | 0.03% | $7,000,325 |
| Fermata Advisors, LLC | 0.51% | 119,495 | -3.5% | 1.4% | $6,231,640 |
| Bravias Capital Group, LLC | 0.37% | 85,896 | -18% | 2.9% | $4,479,461 |
| Private Advisor Group, LLC | 0.36% | 84,855 | +5.3% | 0.02% | $4,425,201 |
| OSAIC HOLDINGS, INC. | 0.33% | 75,758 | +11% | 0.01% | $3,950,738 |
| Independent Advisor Alliance | 0.32% | 74,814 | 0.04% | $3,901,549 | |
| JPMORGAN CHASE & CO | 0.3% | 70,136 | +42% | 0% | $3,558,701 |
| MORGAN STANLEY | 0.3% | 69,745 | -12% | 0% | $3,637,208 |
| CIBC Bancorp USA Inc. | 0.24% | 55,755 | -15% | 0% | $2,907,623 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 50,456 | -1.1% | 0% | $2,631,270 |
| RHS Financial, LLC | 0.22% | 50,349 | -3.9% | 1.2% | $2,625,677 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 14,632,349 | $764,993,173 | +$35,563,896 | $52.15 | 105 |
| 2025 Q4 | 13,985,980 | $766,945,547 | -$27,738,781 | $54.81 | 103 |
| 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 |