Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US EFFICIENT COR
-
Total 13F shares
-
14,869,863
-
Share change
-
-63,912
-
Total reported value
-
$744,389,711
-
Price per share
-
$50.06
-
Number of holders
-
97
-
Value change
-
-$3,138,743
-
Number of buys
-
45
-
Number of sells
-
44
Institutional Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q2 2025
As of 30 Jun 2025,
WISDOMTREE TR - US EFFICIENT COR (NTSX) was held by
97 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,869,863 shares.
The largest 10 holders included
HALBERT HARGROVE GLOBAL ADVISORS, LLC, CWM, LLC, Wealthcare Advisory Partners LLC, RATIONAL ADVISORS, INC., OneDigital Investment Advisors LLC, WJ Interests, LLC, Cetera Investment Advisers, Professional Financial Advisors, LLC, LPL Financial LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
97
institutional shareholders reporting positions in this security
for the Q2 2025 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.