Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US EFFICIENT COR
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
8,302,318
-
Shares change
-
+147,032
-
Total reported value, excl. options
-
$310,156,969
-
Value change
-
+$5,431,991
-
Number of buys
-
20
-
Number of sells
-
-15
-
Price
-
$37.33
Significant Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q1 2021
41 filings reported holding NTSX - WISDOMTREE TR - US EFFICIENT COR as of Q1 2021.
WISDOMTREE TR - US EFFICIENT COR (NTSX) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,302,318 shares
.
Largest 10 shareholders include HALBERT HARGROVE GLOBAL ADVISORS, LLC (6,602,757 shares), TRUIST FINANCIAL CORP (240,760 shares), Garrett Wealth Advisory Group, LLC (227,685 shares), Ford Financial Group, LLC (222,548 shares), RHS Financial, LLC (135,874 shares), ADVISOR GROUP HOLDINGS, INC. (81,803 shares), Truadvice, LLC (72,457 shares), RATIONAL ADVISORS LLC (71,793 shares), Sunbelt Securities, Inc. (67,493 shares), and Prospera Financial Services Inc (61,611 shares).
This table shows the top 36 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.