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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

112 managers (113 13F filers) reported a position in NTSX shares at 2026-06-30, 12,334,809 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
112
13F filers
113
New
13
Added
38
Reduced
41
Sold out
6
Shares held by filers
12,334,809

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,356,465$316M13.76%-60,63113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,031,715$60.9M1.16%+43,62413F-HRTimelineGroup
RATIONAL ADVISORS, INC.735,041$43.4M3.98%-561,53213F-HRTimeline
OneDigital Investment Advisors LLC611,866$36.1M0.31%+1,88613F-HRTimeline
Cetera Investment Advisers554,125$32.7M0.03%-9,63313F-HRTimeline
Professional Financial Advisors, LLC518,200$30.6M5.29%+9,84313F-HRTimeline
46 Peaks LLC386,537$22.8M14.35%-56,45113F-HRTimeline
LPL Financial LLC380,758$22.5M0.01%+29,78313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…327,755$19.4M0.03%+4,30913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC244,408$14.4M0.01%-9,43813F-HRTimelineGroup
WJ Interests, LLC192,789$11.4M4.39%-301,21313F-HRTimeline
Perennial Investment Advisors, LLC161,472$9.53M0.64%+86713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS152,814$9.02M<0.01%-6,44513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding133,721$7.9M-4,610Timeline
Fermata Advisors, LLC117,673$6.95M1.41%-1,82213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP96,117$5.68M0.03%+91,49213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,185$5.42M<0.01%+22,04913F-HRTimelineGroup
Bravias Capital Group, LLC88,453$5.22M3.1%+2,55713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,404$4.92M0.01%+7,64613F-HRTimelineGroup
Private Advisor Group, LLC80,821$4.77M0.02%-4,03413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,390$4.16M<0.01%+64513F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.64,423$3.8M<0.01%+8,66813F-HRTimelineGroup
RHS Financial, LLC52,514$3.1M1.25%+2,16513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,934$2.95M<0.01%-52213F-HRTimeline
Leading Edge Financial Planning LLC43,755$2.58M0.46%+3,90213F-HRTimeline
Insight Wealth Strategies, LLC39,051$2.3M0.22%+1,48213F-HRTimeline
Morton Capital Management LLC/CA33,148$1.96M0.27%+9013F-HRTimeline
Golden State Wealth Management, LLC27,944$1.65M0.15%-1,46013F-HRTimeline
Ausdal Financial Partners, Inc.24,970$1.47M0.06%-3,87213F-HRTimeline
Innova Wealth Partners23,169$1.37M0.57%+36213F-HRTimeline
Herold Advisors, Inc.23,000$1.36M0.27%-1,00013F-HRTimeline
Sierra Capital LLC21,439$1.27M0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…20,888$1.23M<0.01%+213F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC19,882$1.17M0.44%-4,08413F-HRTimeline
Belpointe Asset Management LLC18,972$1.12M0.04%-20013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,170$1.07M<0.01%-95113F-HRTimelineGroup
XY Planning Network, Inc.18,033$1.06M0.13%+51813F-HRTimeline
Wright Wealth LLC17,718$1.05M0.63%-13113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,714$928K<0.01%-46513F-HRTimelineGroup
United Advisor Group, LLC15,457$913K0.1%+1,00413F-HRTimeline
NewEdge Advisors, LLC14,641$865K<0.01%-1,86713F-HRTimeline
Bison Wealth, LLC14,391$854K0.08%-52713F-HRTimeline
Accurate Wealth Management, LLC13,950$827K0.08%-6,04513F-HRTimeline
ORBA Wealth Advisors, L.L.C.13,923$822K0.7%-3,36113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,900$821K<0.01%013F-HR/ATimelineGroup
WealthPlan Investment Management, LLC13,397$791K0.04%-1,41013F-HRTimeline
Quotient Wealth Partners, LLC13,119$775K0.02%-10313F-HRTimeline
Merit Financial Group, LLC12,845$758K<0.01%+3513F-HR/ATimeline
Frontier Asset Management, LLC12,216$721K0.13%-90213F-HRTimeline
NDWM LLC11,849$700K0.41%-9913F-HRTimeline
ACT Advisors, LLC.11,447$676K0.22%-4,23313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,608$626K0.01%+4713F-HRTimeline
Western Wealth Management, LLC10,275$607K0.02%+413F-HRTimeline
Wedmont Private Capital10,054$596K0.02%013F-HRTimeline
REAP Financial Group, LLC9,944$587K0.1%-4,18113F-HRTimeline
Avion Wealth9,783$577K0.11%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,148$540K0.04%-15913F-HRTimelineGroup
Janney Montgomery Scott LLC8,860$523K<0.01%+6513F-HRTimeline
AE Wealth Management LLC8,514$503K<0.01%-77913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,804$461K<0.01%013F-HR/ATimeline
Astra Wealth Partners LLC7,800$461K0.26%013F-HRTimeline
Quantinno Capital Management LP6,519$385K<0.01%-3,99013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,517$326K<0.01%+4,91713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,284$312K<0.01%-7313F-HRTimelineGroup
Creative Planningin group Creative Planning5,174$306K<0.01%-70713F-HRTimelineGroup
Barnes Wealth Management Group, Inc5,102$301K0.14%+6713F-HRTimeline
J.W. COLE ADVISORS, INC.5,059$299K0.01%+1113F-HRTimeline
IHT Wealth Management, LLC5,040$298K0.01%-6,93513F-HRTimeline
Integrated Wealth Concepts LLC4,825$285K<0.01%-1,25713F-HRTimeline
Kensington Investment Counsel, LLC4,766$281K0.12%new13F-HRTimeline
TopTier Wealth Management, LLC4,747$280K0.17%-10213F-HRTimeline
McCartney Wealth Management LLC4,691$277K0.21%+10013F-HRTimeline
Prospera Financial Services Inc4,524$267K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,517$267K<0.01%+32813F-HRTimeline
Balentine LLC4,465$264K0.01%new13F-HRTimeline
Team Financial Group, LLC4,313$255K0.11%+2413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,234$250K<0.01%+2,49613F-HRTimelineGroup
PRIVATE TRUST CO NA4,151$245K0.02%013F-HRTimeline
Vise Technologies, Inc.4,110$243K<0.01%new13F-HRTimeline
Traynor Capital Management, Inc.3,887$230K0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC3,839$227K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,760$222K<0.01%-70013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,715$219K0.01%new13F-HRTimeline
Worth Asset Management, LLC3,623$214K0.07%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,561$210K0.09%new13F-HRTimeline
Global Retirement Partners, LLC3,357$198K<0.01%13F-HRTimeline
IFG Advisory, LLC2,913$172K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,904$171K<0.01%+1,35613F-HRTimeline
Synergy Investment Management, LLC2,121$125K0.03%-49813F-HRTimeline
MATHER GROUP, LLC.1,509$89.1K<0.01%+5013F-HRTimeline
Smartleaf Asset Management LLC1,355$79.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,333$78.7K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,000$59K0.04%013F-HRTimeline
Costello Asset Management, INC900$53.1K0.02%013F-HRTimeline
Farther Finance Advisors, LLC745$44K<0.01%+25213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.623$36.8K0.02%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC589$34.8K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC439$25.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.414$24.4K0.01%new13F-HRTimeline
IFP Advisors, Inc405$23.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp344$20.3K<0.01%-12913F-HRTimeline
Crewe Advisors LLC227$13.4K<0.01%013F-HRTimeline
Covestor Ltd199$12K0.01%+3813F-HRTimeline
Essential Partners LLC191$11.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…116$6.85K<0.01%new13F-HRTimeline
Abound Wealth Management106$6.26K<0.01%-213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS106$6.14K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG56$3.31K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$2.28K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$1.15K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC18$1.06K<0.01%+1113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.0$24<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.