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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

90 managers (91 13F filers) reported a position in NTSX shares at 2025-03-31, 15,144,361 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
90
13F filers
91
New
12
Added
32
Reduced
32
Sold out
10
Shares held by filers
15,144,361

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC6,018,612$273M15.53%-65,39413F-HRTimeline
CWM, LLCin group CWM, LLC1,192,606$54M0.22%+29,05513F-HRTimelineGroup
RATIONAL ADVISORS, INC.904,332$41M4.14%-175,83813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …904,188$41M1.1%-84613F-HRTimelineGroup
OneDigital Investment Advisors LLC755,731$34.2M0.41%+10,97913F-HRTimeline
WJ Interests, LLC603,926$27.4M12.73%-219,90113F-HRTimeline
Cetera Investment Advisers560,882$25.4M0.05%-10,83613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…491,369$22.3M0.04%+26,30713F-HRTimeline
Professional Financial Advisors, LLC452,243$20.5M5.2%+14,17113F-HRTimeline
LPL Financial LLC448,283$20.3M0.01%+17,38013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC342,854$15.5M5.18%+40,57213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.333,729$15.1M0.03%+8,06613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS272,217$12.3M0.01%-47,60913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC265,752$12M0.01%+56,90313F-HRTimelineGroup
Perennial Investment Advisors, LLC188,781$8.55M0.96%-3,00013F-HRTimeline
Fermata Advisors, LLC102,831$4.66M0.84%+2,41013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding93,733$4.25M+5,402Timeline
Bravias Capital Group, LLC76,794$3.48M2.82%-1,54513F-HRTimeline
CIBC WORLD MARKETS CORP76,225$3.45M0.03%-7,03213F-HRTimeline
Private Advisor Group, LLC75,740$3.43M0.02%-8,59813F-HRTimeline
ORBA Wealth Advisors, L.L.C.73,053$3.31M1.67%-31313F-HRTimeline
Bison Wealth, LLC62,520$2.83M0.26%-8,60713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,754$2.71M<0.01%-78913F-HRTimeline
RHS Financial, LLC55,439$2.51M1.41%-1,23613F-HRTimeline
Leading Edge Financial Planning LLC35,934$1.63M0.51%-1,29613F-HRTimeline
Insight Wealth Strategies, LLC32,793$1.49M0.2%+5913F-HRTimeline
Morton Capital Management LLC/CA32,660$1.48M0.29%+2313F-HRTimeline
Ausdal Financial Partners, Inc.30,781$1.39M0.11%+1,44613F-HRTimeline
Belpointe Asset Management LLC30,607$1.39M0.07%-5,55913F-HRTimeline
Financial Advocates Investment Manageme…29,029$1.32M0.09%+3,15613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,922$1.27M<0.01%new13F-HR/ATimelineGroup
Herold Advisors, Inc.27,000$1.22M0.27%013F-HRTimeline
Accurate Wealth Management, LLC26,166$1.13M0.22%-63,53013F-HRTimeline
Innova Wealth Partners24,022$1.09M0.67%+2213F-HRTimeline
Golden State Wealth Management, LLC22,014$997K0.15%+3,03513F-HR/ATimeline
OLD MISSION CAPITAL LLC21,588$978K0.02%new13F-HRTimeline
Sierra Capital LLC21,439$971K0.12%-13,33813F-HRTimeline
Cambridge Investment Research Advisors,…21,191$960K<0.01%+2513F-HRTimeline
REAP Financial Group, LLC19,766$896K0.22%-5,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,494$883K<0.01%+29813F-HRTimelineGroup
NewEdge Advisors, LLC18,732$849K0.01%-2,32813F-HRTimeline
Oregon Pacific Wealth Management, LLC17,083$774K0.77%+67213F-HRTimeline
Sunbelt Securities, Inc.16,509$748K0.07%+2913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,405$743K<0.01%new13F-HRTimelineGroup
ACT Advisors, LLC.16,128$731K0.4%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,309$648K<0.01%-3,59513F-HRTimelineGroup
NDWM LLC13,828$627K0.61%-1,21713F-HRTimeline
Safeguard Financial, LLC13,251$600K0.13%+1,68013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,200$598K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC11,972$542K0.04%-17713F-HRTimeline
AMERIFLEX GROUP, INC.11,675$529K0.22%+3313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,600$526K<0.01%-14,80713F-HRTimelineGroup
United Advisor Group, LLC10,591$480K0.1%+5,05213F-HRTimeline
AE Wealth Management LLC10,124$459K<0.01%-3,33613F-HRTimeline
Avion Wealth9,783$456K0.12%013F-HRTimeline
Wedmont Private Capital10,054$435K0.02%013F-HRTimeline
Janney Montgomery Scott LLC9,191$416K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,101$367K<0.01%+7013F-HRTimeline
Astra Wealth Partners LLC7,425$336K0.32%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,861$311K0.01%-2,52913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,330$287K0.01%+76513F-HRTimeline
Magnolia Private Wealth, LLC6,086$276K0.23%013F-HRTimeline
Barnes Wealth Management Group, Inc5,842$265K0.17%+1,02913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,598$254K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,516$250K0.05%13F-HRTimeline
Transce3nd, LLC5,487$249K0.11%-1,16613F-HRTimeline
PRIVATE TRUST CO NA4,695$213K0.02%-7713F-HRTimeline
Perigon Wealth Management, LLC4,597$208K0.01%+5413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,143$188K<0.01%-1,53413F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC4,042$183K0.02%013F-HRTimeline
Synergy Investment Management, LLC2,608$118K0.05%+213F-HRTimeline
Smartleaf Asset Management LLC1,822$82.1K0.01%+1,70213F-HRTimeline
Farther Finance Advisors, LLC1,395$63.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,333$60.4K<0.01%new13F-HRTimeline
Costello Asset Management, INC910$41.2K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.874$35.6K<0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp594$26.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.410$18.6K<0.01%+113F-HRTimeline
IFP Advisors, Inc300$13.6K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP251$11.4K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV227$10K<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC144$6.53K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.94$4.26K<0.01%013F-HRTimelineGroup
Covestor Ltd91$4K<0.01%-2713F-HRTimeline
Frazier Financial Advisors, LLC70$3.17K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$1.72K<0.01%+113F-HRTimeline
IMG Wealth Management, Inc.22$997<0.01%013F-HRTimeline
Wiser Advisor Group LLC19$872<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$45<0.01%-613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.