Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US EFFICIENT COR
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
14,869,863
-
Shares change
-
-63,912
-
Total reported value, excl. options
-
$744,389,711
-
Value change
-
-$3,138,743
-
Number of buys
-
45
-
Number of sells
-
-44
-
Price
-
$50.06
Significant Holders of WISDOMTREE TR - US EFFICIENT COR (NTSX) as of Q2 2025
104 filings reported holding NTSX - WISDOMTREE TR - US EFFICIENT COR as of Q2 2025.
WISDOMTREE TR - US EFFICIENT COR (NTSX) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,869,863 shares
.
Largest 10 shareholders include HALBERT HARGROVE GLOBAL ADVISORS, LLC (6,002,518 shares), CWM, LLC (1,263,664 shares), Wealthcare Advisory Partners LLC (920,204 shares), RATIONAL ADVISORS, INC. (779,076 shares), OneDigital Investment Advisors LLC (757,588 shares), WJ Interests, LLC (587,204 shares), Cetera Investment Advisers (560,794 shares), Professional Financial Advisors, LLC (477,465 shares), LPL Financial LLC (473,552 shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (437,657 shares).
This table shows the top 97 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.