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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

88 managers (89 13F filers) reported a position in NTSX shares at 2024-12-31, 15,557,381 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
89
New
8
Added
26
Reduced
28
Sold out
8
Shares held by filers
15,557,381

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC6,084,006$284M15.94%-29,04513F-HR/ATimeline
CWM, LLCin group CWM, LLC1,163,551$54.3M0.23%+28,42613F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,080,170$50.4M4.93%-97,69013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …905,034$42.3M1.17%+19,66613F-HRTimelineGroup
WJ Interests, LLC823,827$38.5M18.56%-28,03413F-HRTimeline
OneDigital Investment Advisors LLC744,752$34.8M0.4%+12,04713F-HRTimeline
Cetera Investment Advisers571,718$26.7M0.06%+7,26513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,062$21.7M0.04%+43,34713F-HR/ATimeline
Professional Financial Advisors, LLC438,072$20.5M5.24%+8,58013F-HRTimeline
LPL Financial LLC430,903$20.1M0.01%+134,12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.325,663$15.2M0.03%-347,19213F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS319,826$14.9M0.01%-23,45413F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC302,282$14.1M5.24%+10,35813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC208,849$9.75M0.01%+31,71213F-HRTimelineGroup
Perennial Investment Advisors, LLC191,781$8.95M1.06%+80113F-HRTimeline
Fermata Advisors, LLC100,421$4.69M0.88%+2,04913F-HRTimeline
Accurate Wealth Management, LLC89,696$4.13M0.79%-3,45413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,331$4.12M+28,475Timeline
Private Advisor Group, LLC84,338$3.94M0.02%-1,37413F-HRTimeline
CIBC WORLD MARKETS CORP83,257$3.89M0.02%-1,43513F-HRTimeline
Bravias Capital Group, LLC78,339$3.77M3.07%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.73,366$3.43M1.79%-2,78113F-HRTimeline
Bison Wealth, LLC71,127$3.32M0.41%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,543$2.83M<0.01%-39,76613F-HRTimeline
RHS Financial, LLC56,675$2.65M1.37%-19013F-HRTimeline
Leading Edge Financial Planning LLC37,230$1.74M0.57%-16713F-HRTimeline
Belpointe Asset Management LLC36,166$1.66M0.1%013F-HRTimeline
Sierra Capital LLC34,777$1.62M0.19%013F-HRTimeline
Insight Wealth Strategies, LLC32,734$1.53M0.2%+3,94313F-HRTimeline
Morton Capital Management LLC/CA32,637$1.52M0.29%+11913F-HRTimeline
Ausdal Financial Partners, Inc.29,335$1.37M0.12%-47313F-HRTimeline
Independent Advisor Alliance27,775$1.3M0.02%new13F-HRTimeline
Herold Advisors, Inc.27,000$1.26M0.27%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,407$1.23M<0.01%-5813F-HRTimelineGroup
Financial Advocates Investment Manageme…25,873$1.21M0.07%+94713F-HRTimeline
REAP Financial Group, LLC24,836$1.16M0.29%-4,43113F-HRTimeline
Innova Wealth Partners24,000$1.12M0.71%new13F-HRTimeline
Cambridge Investment Research Advisors,…21,166$988K<0.01%-3,56713F-HRTimeline
NewEdge Advisors, LLC21,060$983K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,196$896K<0.01%+9,44313F-HR/ATimelineGroup
Golden State Wealth Management, LLC18,979$886K0.13%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,904$836K<0.01%-40,89313F-HRTimelineGroup
Sunbelt Securities, Inc.16,480$776K0.07%-40913F-HRTimeline
Oregon Pacific Wealth Management, LLC16,411$766K0.75%13F-HRTimeline
ACT Advisors, LLC.16,128$753K0.41%-1,19913F-HRTimeline
NDWM LLC15,045$702K0.59%+313F-HRTimeline
AE Wealth Management LLC13,460$628K0.01%+73113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,200$616K<0.01%+8,20013F-HRTimelineGroup
Western Wealth Management, LLC12,149$567K0.04%-48113F-HR/ATimeline
AMERIFLEX GROUP, INC.11,642$561K0.26%13F-HRTimeline
Safeguard Financial, LLC11,571$540K0.12%-1,01413F-HRTimeline
Balentine LLC10,588$494K0.02%new13F-HRTimeline
Wedmont Private Capital10,054$463K0.02%013F-HRTimeline
Avion Wealth9,783$456K0.12%013F-HRTimeline
J.W. COLE ADVISORS, INC.9,390$438K0.02%-11713F-HRTimeline
IHT Wealth Management, LLC8,245$385K0.01%-14,65013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,031$375K<0.01%+3113F-HRTimeline
Astra Wealth Partners LLC7,425$347K0.33%13F-HRTimeline
Transce3nd, LLC6,653$311K0.11%13F-HRTimeline
Magnolia Private Wealth, LLC6,086$284K0.25%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,677$265K<0.01%-713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,565$260K0.01%+1,19113F-HRTimeline
United Advisor Group, LLC5,539$259K0.05%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,287$247K0.02%-40,52013F-HRTimeline
RW Investment Management LLC5,178$242K0.03%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,813$225K0.15%13F-HRTimeline
PRIVATE TRUST CO NA4,772$223K0.02%-90113F-HRTimeline
Perigon Wealth Management, LLC4,543$214K0.01%-11613F-HRTimeline
Ground Swell Capital, LLC4,347$203K0.44%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,042$189K0.02%013F-HRTimeline
Synergy Investment Management, LLC2,606$122K0.05%13F-HRTimeline
FLP Wealth Management, LLC1,137$53.1K0.14%13F-HRTimeline
Global Retirement Partners, LLC927$43.3K<0.01%+413F-HRTimeline
Avior Wealth Management, LLC418$19.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.409$19.1K<0.01%+213F-HRTimeline
IFP Advisors, Inc300$14K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV226$10K<0.01%-3,57913F-HRTimeline
Covestor Ltd118$6K<0.01%+2013F-HRTimeline
Smartleaf Asset Management LLC120$5.65K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.94$4.39K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC100$4K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC70$3.3K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…37$1.77K<0.01%013F-HR/ATimeline
IMG Wealth Management, Inc.22$1.03K<0.01%13F-HRTimeline
Wiser Advisor Group LLC19$896<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$327<0.01%+513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$140<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.