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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

98 managers (99 13F filers) reported a position in NTSX shares at 2025-06-30, 14,951,062 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
98
13F filers
99
New
13
Added
32
Reduced
37
Sold out
7
Shares held by filers
14,951,062

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC6,002,518$300M15.79%-16,09413F-HRTimeline
CWM, LLCin group CWM, LLC1,263,664$63.3M0.22%+71,05813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …920,204$46.1M1.05%+16,01613F-HRTimelineGroup
RATIONAL ADVISORS, INC.779,076$39M3.86%-125,25613F-HRTimeline
OneDigital Investment Advisors LLC757,588$37.9M0.42%+1,85713F-HRTimeline
WJ Interests, LLC587,204$29.4M12.57%-16,72213F-HRTimeline
Cetera Investment Advisers560,794$28.1M0.05%-8813F-HRTimeline
Professional Financial Advisors, LLC477,465$23.9M5.54%+25,22213F-HRTimeline
LPL Financial LLC473,552$23.7M0.01%+25,26913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…437,657$22M0.04%-53,71213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC356,234$17.8M5.5%+13,38013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.328,382$16.4M0.03%-5,34713F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC250,406$12.5M0.01%-15,34613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS137,737$6.9M0.01%-134,48013F-HRTimelineGroup
Perennial Investment Advisors, LLC130,587$6.54M0.63%-58,19413F-HRTimeline
Fermata Advisors, LLC112,867$5.65M1.51%+10,03613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding98,381$4.92M+4,648Timeline
Bravias Capital Group, LLC84,701$4.24M3.11%+7,90713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK82,000$4.1M0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC78,508$3.93M0.02%+2,76813F-HRTimeline
CIBC WORLD MARKETS CORP68,808$3.44M0.02%-7,41713F-HRTimeline
RHS Financial, LLC58,515$2.93M1.66%+3,07613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,333$2.77M<0.01%-4,42113F-HRTimeline
Bison Wealth, LLC49,904$2.5M0.2%-12,61613F-HRTimeline
Leading Edge Financial Planning LLC37,579$1.88M0.52%+1,64513F-HRTimeline
OLD MISSION CAPITAL LLC37,148$1.86M0.05%+15,56013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35,869$1.8M<0.01%+16,37513F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.33,772$1.69M1.54%-39,28113F-HRTimeline
Morton Capital Management LLC/CA32,762$1.64M0.29%+10213F-HRTimeline
Ausdal Financial Partners, Inc.31,416$1.57M0.1%+63513F-HRTimeline
Insight Wealth Strategies, LLC31,093$1.55M0.2%-1,70013F-HRTimeline
Financial Advocates Investment Manageme…28,904$1.45M0.12%-12513F-HRTimeline
Herold Advisors, Inc.27,000$1.35M0.28%013F-HRTimeline
Innova Wealth Partners23,755$1.19M0.7%-26713F-HRTimeline
Belpointe Asset Management LLC23,516$1.18M0.05%-7,09113F-HRTimeline
Accurate Wealth Management, LLC23,199$1.17M0.18%-2,96713F-HRTimeline
Golden State Wealth Management, LLC23,245$1.16M0.14%+1,23113F-HRTimeline
Sierra Capital LLC21,439$1.07M0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…21,194$1.06M<0.01%+313F-HRTimeline
REAP Financial Group, LLC18,562$929K0.22%-1,20413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,560$879K<0.01%+1,15513F-HR/ATimelineGroup
Oregon Pacific Wealth Management, LLC16,739$838K0.79%-34413F-HRTimeline
NewEdge Advisors, LLC16,093$806K<0.01%-2,63913F-HRTimeline
ACT Advisors, LLC.15,923$797K0.37%-20513F-HRTimeline
Sunbelt Securities, Inc.16,480$769K0.07%-2913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,200$661K<0.01%013F-HR/ATimelineGroup
Merit Financial Group, LLC12,695$635K0.01%new13F-HRTimeline
Western Wealth Management, LLC12,679$635K0.04%+70713F-HRTimeline
NDWM LLC12,347$618K0.45%-1,48113F-HRTimeline
WealthPlan Investment Management, LLC11,799$591K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,757$589K<0.01%-2,55213F-HRTimelineGroup
United Advisor Group, LLC11,751$588K0.1%+1,16013F-HRTimeline
AMERIFLEX GROUP, INC.11,675$578K0.3%013F-HRTimeline
NWF Advisory Services Inc.10,750$538K0.06%new13F-HRTimeline
Wedmont Private Capital10,054$505K0.02%013F-HRTimeline
Avion Wealth9,783$489K0.11%013F-HR/ATimeline
Integrated Wealth Concepts LLC9,432$472K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,191$460K<0.01%013F-HRTimeline
AE Wealth Management LLC8,641$433K<0.01%-1,48313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,031$402K<0.01%-7013F-HRTimeline
Astra Wealth Partners LLC7,800$390K0.32%+37513F-HRTimeline
Barnes Wealth Management Group, Inc7,148$358K0.21%+1,30613F-HRTimeline
J.W. COLE ADVISORS, INC.6,880$344K0.01%+1913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,818$341K0.01%+48813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,168$309K<0.01%-21,75413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,597$280K<0.01%-113F-HRTimeline
Transce3nd, LLC5,406$271K0.11%-8113F-HRTimeline
Cambria Investment Management, L.P.5,107$256K0.02%new13F-HRTimeline
Empowered Funds, LLC5,107$256K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,922$246K0.01%+32513F-HRTimeline
PRIVATE TRUST CO NA4,774$239K0.02%+7913F-HRTimeline
Magnolia Private Wealth, LLC4,626$232K0.18%-1,46013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,110$231K0.04%-40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,233$212K<0.01%+9013F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC4,042$202K0.02%013F-HRTimeline
Farther Finance Advisors, LLC3,920$196K<0.01%+2,52513F-HRTimeline
Team Financial Group, LLC3,680$184K0.09%new13F-HRTimeline
Global Retirement Partners, LLC1,346$67.4K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC1,355$67.3K0.01%-46713F-HRTimeline
CoreCap Advisors, LLC1,333$66.7K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,183$59.2K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC900$45.1K0.02%-1013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.874$43.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC639$32K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$30K0.04%13F-HRTimeline
SYM FINANCIAL Corp470$23.5K<0.01%-12413F-HRTimeline
IFP Advisors, Inc404$20.2K<0.01%+10413F-HRTimeline
Geneos Wealth Management Inc.385$19.3K<0.01%-2513F-HRTimeline
Crewe Advisors LLC227$11.4K<0.01%new13F-HRTimeline
Essential Partners LLC191$9.56K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC185$9.26K0.01%+4113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN162$8.11K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC140$7K<0.01%new13F-HRTimeline
Covestor Ltd91$5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC70$3.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$1.91K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC13$651<0.01%+1213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.