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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

93 managers (95 13F filers) reported a position in NTSX shares at 2025-09-30, 14,031,157 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
93
13F filers
95
New
9
Added
30
Reduced
38
Sold out
12
Shares held by filers
14,031,157

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC5,479,423$295M14.46%-523,09513F-HRTimeline
CWM, LLCin group CWM, LLC1,367,800$73.8M0.22%+104,13613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …941,315$50.8M1.06%+21,11113F-HRTimelineGroup
RATIONAL ADVISORS, INC.713,693$38.5M3.83%-65,38313F-HRTimeline
OneDigital Investment Advisors LLC703,963$38M0.39%-53,62513F-HRTimeline
Cetera Investment Advisers557,938$30.1M0.03%-2,85613F-HRTimeline
WJ Interests, LLC497,033$26.8M10.82%-90,17113F-HRTimeline
Professional Financial Advisors, LLC493,406$26.6M5.6%+15,94113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…479,715$26M0.04%+42,05813F-HRTimeline
LPL Financial LLC320,428$17.3M0.01%-153,12413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.321,385$16.7M0.02%-6,99713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC257,127$13.9M3.95%-99,10713F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC246,308$13.3M0.01%-4,09813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS188,090$10.1M0.01%+50,35313F-HRTimelineGroup
Perennial Investment Advisors, LLC131,289$7.08M0.58%+70213F-HRTimeline
Fermata Advisors, LLC125,189$6.75M1.71%+12,32213F-HRTimeline
Bravias Capital Group, LLC96,097$5.18M3.46%+11,39613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,508$4.72M-10,873Timeline
Private Advisor Group, LLC80,790$4.36M0.02%+2,28213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY69,658$3.76M<0.01%+33,78913F-HR/ATimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding66,787$3.6M+65,913Timeline
RHS Financial, LLC53,794$2.9M1.5%-4,72113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,908$2.8M<0.01%-3,42513F-HRTimeline
Leading Edge Financial Planning LLC35,391$1.91M0.48%-2,18813F-HRTimeline
Insight Wealth Strategies, LLC33,552$1.81M0.21%+2,45913F-HRTimeline
Morton Capital Management LLC/CA32,865$1.77M0.29%+10313F-HRTimeline
OLD MISSION CAPITAL LLC32,310$1.74M0.06%-4,83813F-HRTimeline
Ausdal Financial Partners, Inc.28,602$1.54M0.08%-2,81413F-HRTimeline
Golden State Wealth Management, LLC26,641$1.44M0.16%+3,39613F-HRTimeline
Herold Advisors, Inc.26,000$1.4M0.32%-1,00013F-HRTimeline
ORBA Wealth Advisors, L.L.C.23,327$1.26M1.04%-10,44513F-HRTimeline
Innova Wealth Partners22,809$1.23M0.66%-94613F-HRTimeline
Accurate Wealth Management, LLC22,815$1.23M0.16%-38413F-HRTimeline
Sierra Capital LLC21,439$1.16M0.13%013F-HRTimeline
Cambridge Investment Research Advisors,…21,414$1.16M<0.01%+22013F-HRTimeline
Belpointe Asset Management LLC20,166$1.09M0.04%-3,35013F-HRTimeline
WealthPlan Investment Management, LLC18,123$977K0.06%+6,32413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,616$950K<0.01%+5613F-HRTimelineGroup
REAP Financial Group, LLC17,000$917K0.2%-1,56213F-HRTimeline
ACT Advisors, LLC.16,600$895K0.36%+67713F-HRTimeline
Oregon Pacific Wealth Management, LLC15,939$859K0.74%-80013F-HRTimeline
Sunbelt Securities, Inc.15,431$832K0.06%-1,04913F-HRTimeline
NewEdge Advisors, LLC14,913$804K<0.01%-1,18013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,838$746K<0.01%new13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP13,200$712K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC12,735$687K0.01%+4013F-HR/ATimeline
NDWM LLC12,349$666K0.45%+213F-HRTimeline
Western Wealth Management, LLC12,164$656K0.03%-51513F-HRTimeline
United Advisor Group, LLC11,999$647K0.09%+24813F-HRTimeline
Wedmont Private Capital10,054$544K0.02%013F-HRTimeline
Avion Wealth9,783$527K0.11%013F-HRTimeline
Janney Montgomery Scott LLC9,132$492K<0.01%-5913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,030$433K<0.01%-113F-HRTimeline
Astra Wealth Partners LLC7,800$421K0.29%013F-HR/ATimeline
Barnes Wealth Management Group, Inc7,151$386K0.21%+313F-HRTimeline
J.W. COLE ADVISORS, INC.6,898$372K0.01%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,709$362K0.01%-10913F-HRTimeline
Integrated Wealth Concepts LLC6,486$350K<0.01%-2,94613F-HRTimeline
AE Wealth Management LLC6,249$337K<0.01%-2,39213F-HRTimeline
NWF Advisory Services Inc.5,768$311K0.03%-4,98213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,697$307K<0.01%+10013F-HRTimeline
Cambria Investment Management, L.P.5,179$279K0.02%+7213F-HR/ATimeline
Empowered Funds, LLC5,179$279K<0.01%+7213F-HRTimeline
Quantinno Capital Management LP5,130$277K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,774$257K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.4,767$257K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC4,680$252K0.01%-24213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,527$244K<0.01%+29413F-HRTimelineGroup
Magnolia Private Wealth, LLC4,170$225K0.16%-45613F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,042$218K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,015$216K0.01%new13F-HRTimeline
IFG Advisory, LLC3,945$213K0.01%new13F-HRTimeline
Traynor Capital Management, Inc.3,887$210K0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,714$200K<0.01%new13F-HRTimeline
Team Financial Group, LLC3,706$200K0.09%+2613F-HRTimeline
Farther Finance Advisors, LLC1,364$73.5K<0.01%-2,55613F-HRTimeline
Smartleaf Asset Management LLC1,355$72.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,349$72.7K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC1,333$71.9K<0.01%013F-HRTimeline
Costello Asset Management, INC900$48.5K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…877$47.3K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC639$34.5K<0.01%013F-HRTimeline
SYM FINANCIAL Corp471$25.4K<0.01%+113F-HRTimeline
IFP Advisors, Inc404$21.8K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.386$20.8K<0.01%+113F-HRTimeline
Crewe Advisors LLC227$12.2K<0.01%013F-HRTimeline
Essential Partners LLC191$10.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.94$5.07K0.01%-50613F-HR/ATimeline
Covestor Ltd82$4K<0.01%-913F-HRTimeline
Frazier Financial Advisors, LLC70$3.77K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$2.06K<0.01%013F-HRTimeline
Wiser Advisor Group LLC19$1.04K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4$216<0.01%-913F-HRTimelineGroup