Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US EFFICIENT COR
-
Total 13F shares
-
8,302,318
-
Share change
-
+147,032
-
Total reported value
-
$310,156,969
-
Price per share
-
$37.33
-
Number of holders
-
36
-
Value change
-
+$5,431,991
-
Number of buys
-
20
-
Number of sells
-
15
Institutional Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US EFFICIENT COR (NTSX) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,302,318 shares.
The largest 10 holders included
HALBERT HARGROVE GLOBAL ADVISORS, LLC, TRUIST FINANCIAL CORP, Garrett Wealth Advisory Group, LLC, Ford Financial Group, LLC, RHS Financial, LLC, ADVISOR GROUP HOLDINGS, INC., Truadvice, LLC, RATIONAL ADVISORS LLC, Sunbelt Securities, Inc., and Prospera Financial Services Inc.
This page lists
36
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.