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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

103 managers (104 13F filers) reported a position in NTSX shares at 2025-12-31, 13,986,575 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
103
13F filers
104
New
8
Added
34
Reduced
31
Sold out
5
Shares held by filers
13,986,575

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC5,441,149$298M14.27%-38,27413F-HRTimeline
CWM, LLCin group CWM, LLC1,378,802$75.6M0.2%+11,00213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …932,701$51.1M1%-8,61413F-HRTimelineGroup
OneDigital Investment Advisors LLC702,670$38.5M0.38%-1,29313F-HRTimeline
RATIONAL ADVISORS, INC.646,098$35.4M3.63%-67,59513F-HRTimeline
Cetera Investment Advisers561,943$30.8M0.03%+4,00513F-HRTimeline
Professional Financial Advisors, LLC488,331$26.8M5.47%-5,07513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…477,701$26.6M0.04%-2,01413F-HRTimeline
WJ Interests, LLC463,805$25.4M10.94%-33,22813F-HRTimeline
46 Peaks LLC428,515$23.5M17.23%13F-HRTimeline
LPL Financial LLC335,030$18.4M0.01%+14,60213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC243,247$13.3M0.01%-3,06113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS184,138$10.1M0.01%-3,95213F-HRTimelineGroup
Perennial Investment Advisors, LLC161,290$8.84M0.7%+30,00113F-HRTimeline
Fermata Advisors, LLC123,765$6.78M1.63%-1,42413F-HRTimeline
Bravias Capital Group, LLC104,845$5.75M3.47%+8,74813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding86,887$4.76M-621Timeline
Private Advisor Group, LLC80,575$4.42M0.02%-21513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY79,596$4.36M<0.01%+9,93813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,222$3.74M0.01%-253,16313F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding64,467$3.53M+63,593Timeline
RHS Financial, LLC52,410$2.87M1.4%-1,38413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,035$2.8M<0.01%-87313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,400$2.71M<0.01%+35,56213F-HRTimelineGroup
Leading Edge Financial Planning LLC37,547$2.06M0.47%+2,15613F-HRTimeline
Insight Wealth Strategies, LLC36,578$2M0.23%+3,02613F-HRTimeline
Morton Capital Management LLC/CA32,964$1.81M0.28%+9913F-HRTimeline
Ausdal Financial Partners, Inc.27,702$1.52M0.07%-90013F-HRTimeline
Golden State Wealth Management, LLC27,491$1.51M0.16%+85013F-HRTimeline
NewEdge Advisors, LLC26,334$1.44M0.01%+11,42113F-HRTimeline
Herold Advisors, Inc.25,000$1.37M0.31%-1,00013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC24,077$1.32M0.52%-233,05013F-HRTimeline
Wright Wealth LLC23,367$1.28M0.83%13F-HRTimeline
Innova Wealth Partners23,030$1.26M0.64%+22113F-HRTimeline
Accurate Wealth Management, LLC21,973$1.22M0.16%-84213F-HRTimeline
Sierra Capital LLC21,439$1.18M0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…21,334$1.17M<0.01%-8013F-HRTimeline
ORBA Wealth Advisors, L.L.C.20,568$1.13M0.98%-2,75913F-HRTimeline
Belpointe Asset Management LLC20,066$1.1M0.04%-10013F-HRTimeline
WealthPlan Investment Management, LLC18,318$1M0.06%+19513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,669$968K<0.01%+5313F-HR/ATimelineGroup
REAP Financial Group, LLC16,495$904K0.18%-50513F-HRTimeline
ACT Advisors, LLC.16,108$883K0.35%-49213F-HRTimeline
Oregon Pacific Wealth Management, LLC15,034$824K0.85%-90513F-HRTimeline
Bison Wealth, LLC15,751$810K0.09%new13F-HRTimeline
Sunbelt Securities, Inc.14,709$806K0.05%-72213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,900$762K<0.01%+70013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC13,475$739K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC12,773$700K0.01%+3813F-HRTimeline
United Advisor Group, LLC12,415$680K0.09%+41613F-HRTimeline
NDWM LLC12,309$675K0.45%-4013F-HRTimeline
IHT Wealth Management, LLC11,896$661K0.02%new13F-HRTimeline
Western Wealth Management, LLC11,008$603K0.03%-1,15613F-HRTimeline
Quantinno Capital Management LP10,450$573K<0.01%+5,32013F-HRTimeline
Wedmont Private Capital10,054$558K0.02%013F-HRTimeline
Avion Wealth9,783$536K0.11%013F-HRTimeline
Janney Montgomery Scott LLC9,132$501K<0.01%013F-HRTimeline
Frontier Asset Management, LLC8,927$489K0.11%new13F-HRTimeline
AE Wealth Management LLC8,297$455K<0.01%+2,04813F-HRTimeline
Barnes Wealth Management Group, Inc8,065$442K0.24%+91413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,030$440K<0.01%013F-HRTimeline
Astra Wealth Partners LLC7,800$428K0.26%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,381$405K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,123$390K0.01%+41413F-HRTimeline
J.W. COLE ADVISORS, INC.6,916$379K0.01%+1813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,697$312K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,240$287K<0.01%+71313F-HRTimelineGroup
Cambria Investment Management, L.P.5,179$284K0.02%013F-HRTimeline
Empowered Funds, LLC5,179$284K<0.01%013F-HR/ATimeline
TopTier Wealth Management, LLC4,836$265K0.18%13F-HRTimeline
McCartney Wealth Management LLC4,551$249K0.22%13F-HRTimeline
Perigon Wealth Management, LLC4,465$245K<0.01%-21513F-HRTimeline
Magnolia Private Wealth, LLC4,170$229K0.16%013F-HRTimeline
Strategic Blueprint, LLC4,045$222K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,042$222K0.02%013F-HRTimeline
IFG Advisory, LLC4,028$221K0.01%+8313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,015$220K0.01%013F-HRTimeline
Team Financial Group, LLC3,998$219K0.1%+29213F-HRTimeline
Traynor Capital Management, Inc.3,887$213K0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,851$211K0.02%-92313F-HRTimeline
Clearstead Advisors, LLC3,714$204K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,594$142K<0.01%+1,23013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,715$94K<0.01%+83813F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,684$92.3K<0.01%+1,04513F-HRTimeline
Smartleaf Asset Management LLC1,355$75.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,352$74.1K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC1,333$73.1K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,000$54.8K0.04%new13F-HRTimeline
Costello Asset Management, INC900$49.3K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.623$34.1K0.03%+52913F-HRTimeline
WELLINGTON-ALTUS USA INC.595$32.6K0.02%13F-HRTimeline
Hilton Head Capital Partners, LLC564$30.9K0.02%13F-HRTimeline
SYM FINANCIAL Corp472$25.9K<0.01%+113F-HRTimeline
IFP Advisors, Inc404$22.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG328$18K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC227$12.4K<0.01%013F-HRTimeline
Essential Partners LLC191$10.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.134$7.37K<0.01%-4,63313F-HRTimeline
Covestor Ltd82$5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC88$4.82K<0.01%+8413F-HRTimelineGroup
Frazier Financial Advisors, LLC70$3.84K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$2.11K<0.01%013F-HRTimeline
Wiser Advisor Group LLC19$1.06K<0.01%013F-HRTimeline