CUSIP: 97717Y790
Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / US EFFICIENT COR
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Shares outstanding
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23,281,204
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Total 13F shares
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15,628,755
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Share change
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+60,072
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Total reported value
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$614,514,953
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Price per share
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$39.30
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Number of holders
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74
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Value change
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+$2,509,628
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Number of buys
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42
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Number of sells
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21
Quarterly Holders Quick Answers
What is CUSIP 97717Y790?
CUSIP 97717Y790 identifies NTSX - WisdomTree Trust - US EFFICIENT COR in SEC institutional holdings data.
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Newer quarter:
Q1 2024
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Previous quarter:
Q3 2023
Recent filing periods for CUSIP 97717Y790:
Institutional Holders of WisdomTree Trust - US EFFICIENT COR (NTSX) as of Q4 2023
As of 31 Dec 2023,
WisdomTree Trust - US EFFICIENT COR (NTSX) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,628,755 shares.
The largest 10 holders included
HALBERT HARGROVE GLOBAL ADVISORS, LLC, RATIONAL ADVISORS LLC, CWM, LLC, WJ Interests, LLC, OSAIC HOLDINGS, INC., OneDigital Investment Advisors LLC, Wealthcare Advisory Partners LLC, Cetera Advisor Networks LLC, TORONTO DOMINION BANK, and LPL Financial LLC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q4 2023 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.