Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US EFFICIENT COR
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
13,067,949
-
Shares change
-
-395,277
-
Total reported value, excl. options
-
$458,094,494
-
Value change
-
-$12,181,928
-
Number of buys
-
35
-
Number of sells
-
-35
-
Price
-
$35.06
Significant Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q1 2023
75 filings reported holding NTSX - WISDOMTREE TR - US EFFICIENT COR as of Q1 2023.
WISDOMTREE TR - US EFFICIENT COR (NTSX) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,067,949 shares
.
Largest 10 shareholders include HALBERT HARGROVE GLOBAL ADVISORS, LLC (5,959,182 shares), RATIONAL ADVISORS LLC (1,108,429 shares), WJ Interests, LLC (885,363 shares), Resources Investment Advisors, LLC. (683,553 shares), Wealthcare Advisory Partners LLC (603,493 shares), CWM, LLC (592,037 shares), TORONTO DOMINION BANK (401,000 shares), Cetera Advisor Networks LLC (376,785 shares), LPL Financial LLC (332,326 shares), and AE Wealth Management LLC (287,518 shares).
This table shows the top 67 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.