Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / US EFFICIENT COR
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Number of holders
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65
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Total 13F shares, excl. options
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15,413,117
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Shares change
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+1,040,334
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Total reported value, excl. options
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$538,853,038
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Value change
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+$36,371,567
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Number of buys
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34
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Number of sells
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21
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Price
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$34.96
Institutional Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q3 2023
As of 30 Sep 2023 WISDOMTREE TR - US EFFICIENT COR (NTSX) had 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 15,413,117 shares of stock of the company.
Largest 10 holders included HALBERT HARGROVE GLOBAL ADVISORS, LLC, OSAIC HOLDINGS, INC., RATIONAL ADVISORS LLC, WJ Interests, LLC, CWM, LLC, OneDigital Investment Advisors LLC, Wealthcare Advisory Partners LLC, Cetera Advisor Networks LLC, TORONTO DOMINION BANK, and AE Wealth Management LLC.
This table shows 65 institutional shareholders of the security as of 30 Sep 2023.
| 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.