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Disclosery

NTSX WISDOMTREE TR

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US EFFIC CORE FD (fund)

107 managers (108 13F filers) reported a position in NTSX shares at 2026-03-31, 14,632,944 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
107
13F filers
108
New
14
Added
39
Reduced
36
Sold out
10
Shares held by filers
14,632,944

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC5,417,096$283M13.73%-24,05313F-HRTimeline
CWM, LLCin group CWM, LLC1,410,617$73.6M0.19%+31,81513F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,296,573$69.3M7.08%+650,47513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …988,091$51.5M1%+55,39013F-HRTimelineGroup
OneDigital Investment Advisors LLC609,980$31.8M0.31%-92,69013F-HRTimeline
Cetera Investment Advisers563,758$29.4M0.03%+1,81513F-HRTimeline
Professional Financial Advisors, LLC508,357$26.5M5.4%+20,02613F-HRTimeline
WJ Interests, LLC494,002$25.8M9.89%+30,19713F-HRTimeline
46 Peaks LLC442,988$23.1M16.82%+14,47313F-HRTimeline
LPL Financial LLC350,975$18.3M<0.01%+15,94513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…323,446$17M0.04%-154,25513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC253,846$13.2M0.01%+10,59913F-HRTimelineGroup
Perennial Investment Advisors, LLC160,605$8.38M0.67%-68513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS159,259$8.31M0.01%-24,87913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding138,331$7.21M+51,444Timeline
Fermata Advisors, LLC119,495$6.23M1.4%-4,27013F-HRTimeline
Bravias Capital Group, LLC85,896$4.48M2.93%-18,94913F-HRTimeline
Private Advisor Group, LLC84,855$4.43M0.02%+4,28013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,758$3.95M0.01%+7,53613F-HRTimelineGroup
Independent Advisor Alliance74,814$3.9M0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY69,745$3.64M<0.01%-9,85113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,136$3.56M<0.01%+20,73613F-HR/ATimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.55,755$2.91M<0.01%13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC50,456$2.63M<0.01%-57913F-HRTimeline
RHS Financial, LLC50,349$2.63M1.24%-2,06113F-HRTimeline
Leading Edge Financial Planning LLC39,853$2.08M0.44%+2,30613F-HRTimeline
Insight Wealth Strategies, LLC37,569$1.96M0.22%+99113F-HRTimeline
Morton Capital Management LLC/CA33,058$1.72M0.26%+9413F-HRTimeline
Golden State Wealth Management, LLC29,404$1.53M0.17%+1,91313F-HRTimeline
Ausdal Financial Partners, Inc.28,842$1.5M0.07%+1,14013F-HRTimeline
Herold Advisors, Inc.24,000$1.25M0.27%-1,00013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC23,966$1.25M0.51%-11113F-HRTimeline
Innova Wealth Partners22,807$1.19M0.57%-22313F-HRTimeline
Sierra Capital LLC21,439$1.12M0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…20,886$1.09M<0.01%-44813F-HRTimeline
Accurate Wealth Management, LLC19,995$1.08M0.13%-1,97813F-HRTimeline
Belpointe Asset Management LLC19,172$1000K0.04%-89413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,121$997K<0.01%+1,45213F-HRTimelineGroup
Wright Wealth LLC17,849$931K0.62%-5,51813F-HRTimeline
XY Planning Network, Inc.17,515$917K0.15%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.17,284$901K1.07%-3,28413F-HRTimeline
Bison Wealth, LLC14,918$875K0.09%-83313F-HRTimeline
NewEdge Advisors, LLC16,508$861K<0.01%-9,82613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,179$844K<0.01%new13F-HRTimelineGroup
ACT Advisors, LLC.15,680$818K0.35%-42813F-HRTimeline
WealthPlan Investment Management, LLC14,807$772K0.04%-3,51113F-HRTimeline
Sunbelt Securities, Inc.14,733$768K0.05%+2413F-HRTimeline
United Advisor Group, LLC14,453$754K0.09%+2,03813F-HRTimeline
REAP Financial Group, LLC14,125$737K0.15%-2,37013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,900$725K<0.01%013F-HRTimelineGroup
Quotient Wealth Partners, LLC13,222$690K0.02%new13F-HRTimeline
Frontier Asset Management, LLC13,118$684K0.14%+4,19113F-HRTimeline
Merit Financial Group, LLC12,810$668K<0.01%+3713F-HRTimeline
IHT Wealth Management, LLC11,975$624K0.01%+7913F-HRTimeline
NDWM LLC11,948$623K0.4%-36113F-HRTimeline
HARBOUR INVESTMENTS, INC.10,561$551K0.01%+3,43813F-HRTimeline
Quantinno Capital Management LP10,509$548K<0.01%+5913F-HRTimeline
Wedmont Private Capital10,054$542K0.02%013F-HRTimeline
Western Wealth Management, LLC10,271$536K0.02%-73713F-HR/ATimeline
Avion Wealth9,783$510K0.11%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,307$485K0.04%new13F-HRTimelineGroup
AE Wealth Management LLC9,293$485K<0.01%+99613F-HRTimeline
Janney Montgomery Scott LLC8,795$459K<0.01%-33713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,804$407K<0.01%-22613F-HRTimeline
Astra Wealth Partners LLC7,800$407K0.26%013F-HRTimeline
Integrated Wealth Concepts LLC6,082$317K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning5,881$307K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,357$279K<0.01%+11713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,048$263K0.01%-1,86813F-HRTimeline
Barnes Wealth Management Group, Inc5,035$263K0.13%-3,03013F-HRTimeline
TopTier Wealth Management, LLC4,849$253K0.16%+1313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,625$241K<0.01%new13F-HRTimelineGroup
McCartney Wealth Management LLC4,591$239K0.2%+4013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,460$233K<0.01%-1,23713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,395$229K<0.01%new13F-HRTimelineGroup
Team Financial Group, LLC4,289$224K0.1%+29113F-HRTimeline
Perigon Wealth Management, LLC4,189$218K<0.01%-27613F-HRTimeline
PRIVATE TRUST CO NA4,151$216K0.02%+30013F-HRTimeline
Strategic Blueprint, LLC4,131$215K0.01%+8613F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,042$211K0.02%013F-HRTimeline
Magnolia Private Wealth, LLC3,839$200K0.13%-33113F-HRTimeline
Synergy Investment Management, LLC2,619$137K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,738$90.6K<0.01%+2313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,548$80.7K<0.01%-13613F-HRTimeline
MATHER GROUP, LLC.1,459$76.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,333$69.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,355$68.8K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,000$52.1K0.04%013F-HRTimeline
Costello Asset Management, INC900$46.9K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.595$35.1K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.623$32.5K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN600$31.3K<0.01%new13F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC589$30.7K<0.01%13F-HRTimelineGroup
Hilton Head Capital Partners, LLC564$29.4K0.02%013F-HRTimeline
Farther Finance Advisors, LLC493$25.8K<0.01%-2,10113F-HRTimeline
SYM FINANCIAL Corp473$24.7K<0.01%+113F-HRTimeline
Frazier Financial Advisors, LLC439$22.9K0.01%+36913F-HRTimeline
IFP Advisors, Inc405$21.1K<0.01%+113F-HRTimeline
Crewe Advisors LLC227$11.8K<0.01%013F-HRTimeline
Essential Partners LLC191$9.96K<0.01%013F-HRTimeline
Covestor Ltd161$8K0.01%+7913F-HRTimeline
Abound Wealth Management108$5.65K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…38$2.01K<0.01%013F-HRTimeline
Wiser Advisor Group LLC19$1.02K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$365<0.01%-8113F-HRTimelineGroup
Longview Financial Advisors, Inc.0$47<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Strategic Wealth Partners, Ltd.0$21<0.01%-13413F-HRTimelineAmount filed as zero, left out of ratios.