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Wisdomtree US Efficient Core (NTSX)

CUSIP: 97717Y790 | NYSE | 240 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Halbert Hargrove Global Advisors, LLC4,816,774
12.3% of portfolio›$281.5M
Wealthcare Advisory Partners LLC1,056,352
1.0% of portfolio›$61.7M
Rational Advisors, Inc.742,923
4.0% of portfolio›$43.4M
Professional Financial Advisors, LLC519,335
5.2% of portfolio›$30.4M
46 Peaks LLC365,506
13.7% of portfolio›$21.4M
Wealth Enhancement Advisory Services, LLC327,397
0.0% of portfolio›$19.4M
WJ Interests, LLC195,199
4.1% of portfolio›$11.4M
Regions Financial Corp130,315
0.0% of portfolio›$7.6M
Fermata Advisors, LLC128,387
1.5% of portfolio›$7.5M
Kestra Advisory Services, LLC126,559
0.0% of portfolio›$7.4M
RHS Financial, LLC52,162
1.0% of portfolio›$3.0M
Commonwealth Equity Services, LLC48,523
0.0% of portfolio›$2.8M
Leading Edge Financial Planning LLC43,669
0.5% of portfolio›$2.6M
Insight Wealth Strategies, LLC38,901
0.2% of portfolio›$2.3M
Morton Capital Management LLC33,235
0.2% of portfolio›$1.9M
Innova Wealth Partners23,182
0.5% of portfolio›$1.4M
Herold Advisors, Inc.23,000
0.3% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.20,890
0.0% of portfolio›$1.2K
Howard Bailey Securities, LLC19,228
0.4% of portfolio›$1.1M
Wright Wealth LLC17,439
0.6% of portfolio›$1.0M
United Advisor Group, LLC16,622
0.1% of portfolio›$971.5K
ACT Advisors, Llc.14,578
0.3% of portfolio›$852.1K
Orba Wealth Advisors, L.L.C.13,923
0.7% of portfolio›$813.8K
Bison Wealth, LLC12,530
0.1% of portfolio›$747.5K
Ndwm LLC11,850
0.4% of portfolio›$692.7K
Accurate Wealth Management, LLC11,814
0.1% of portfolio›$708.0K
WealthPlan Investment Management, LLC11,605
0.0% of portfolio›$678.3K
Wedmont Private Capital10,054
0.0% of portfolio›$596.8K
Perigon Wealth Management, LLC9,831
0.0% of portfolio›$574.6K
Clifford Swan Investment Counsel LLC9,796
0.0% of portfolio›$572.6K
Avion Wealth9,783
0.0% of portfolio›$571
Reap Financial Group, LLC9,318
0.1% of portfolio›$544.6K
Traynor Capital Management, Inc.9,220
0.0% of portfolio›$538.9K
Creative Planning8,752
0.0% of portfolio›$511.6K
Frontier Asset Management, LLC8,332
0.1% of portfolio›$487.0K
J.W. Cole Advisors, Inc.5,156
0.0% of portfolio›$301.4K
Vise Technologies, Inc.4,981
0.0% of portfolio›$291.1K
Concurrent Investment Advisors, LLC4,746
0.0% of portfolio›$277.4K
TopTier Wealth Management, LLC4,741
0.2% of portfolio›$277.1K
Team Financial Group, LLC4,482
0.1% of portfolio›$262.0K
Balentine LLC4,476
0.0% of portfolio›$261.6K
Private Trust Co NA4,151
0.0% of portfolio›$242.6K
Kestra Private Wealth Services, LLC4,116
0.0% of portfolio›$240.6K
Prospera Financial Services Inc4,024
0.0% of portfolio›$236.8K
Flagship Harbor Advisors, LLC3,876
0.0% of portfolio›$226.6K
Tounjian Advisory Partners, LLC3,397
0.1% of portfolio›$198.5K
Mather Group, Llc.1,497
0.0% of portfolio›$87.5K
CoreCap Advisors, LLC1,333
0.0% of portfolio›$77.9K
Chapman Financial Group, LLC1,000
0.0% of portfolio›$58.5K
Costello Asset Management, Inc900
0.0% of portfolio›$52.6K
Farther Finance Advisors, LLC732
0.0% of portfolio›$42.8K
Evolution Wealth Management Inc.623
0.0% of portfolio›$36.4K
IFP Advisors, Inc405
0.0% of portfolio›$23.7K
SYM Financial Corp345
0.0% of portfolio›$20.2K
Covestor Ltd209
0.0% of portfolio›$12
Essential Partners LLC191
0.0% of portfolio›$11.2K
Abound Wealth Management106
0.0% of portfolio›$6.2K
StyleTurnoverLocationFiled
Halbert Hargrove Global Advisors, LLC
4,816,774$281.5M12.3%ETFLowLong Beach, CA2026-10-16
Wealthcare Advisory Partners LLC
1,056,352$61.7M1.0%ETFLowWest Chester, PA2026-10-21
Rational Advisors, Inc.
742,923$43.4M4.0%ETFMediumSan Juan, PR2026-11-02
Professional Financial Advisors, LLC
519,335$30.4M5.2%ETFMediumNorth Platte, NE2026-10-13
46 Peaks LLC
365,506$21.4M13.7%ETFVery LowNewtown, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
327,397$19.4M0.0%CoreLowPlymouth, MN2026-10-13
WJ Interests, LLC
195,199$11.4M4.1%ETFLowSugar Land, TX2026-10-14
Regions Financial Corp
130,315$7.6M0.0%CoreLowBirmingham, AL2026-11-05
Fermata Advisors, LLC
128,387$7.5M1.5%ETFLowSonoma, CA2026-10-13
Kestra Advisory Services, LLC
126,559$7.4M0.0%CoreLowAustin, TX2026-11-02
RHS Financial, LLC
52,162$3.0M1.0%ETFMediumSan Francisco, CA2026-10-13
Commonwealth Equity Services, LLC
48,523$2.8M0.0%ETFLowWaltham, MA2026-11-02
Leading Edge Financial Planning LLC
43,669$2.6M0.5%ETFLowKnoxville, TN2026-10-23
Insight Wealth Strategies, LLC
38,901$2.3M0.2%ETFHighSan Ramon, CA2026-10-09
Morton Capital Management LLC
33,235$1.9M0.2%ETFVery LowCalabasas, CA2026-10-23
Innova Wealth Partners
23,182$1.4M0.5%ETFHighNewtown, PA2026-10-21
Herold Advisors, Inc.
23,000$1.3M0.3%CoreLowNew York, NY2026-10-19
Cambridge Investment Research Advisors, Inc.
20,890$1.2K0.0%ETFLowFairfield, IA2026-11-02
Howard Bailey Securities, LLC
19,228$1.1M0.4%ETFMediumFort Wayne, IN2026-10-27
Wright Wealth LLC
17,439$1.0M0.6%ETFLowAtlanta, GA2026-10-29
United Advisor Group, LLC
16,622$971.5K0.1%ETFLowCincinnati, OH2026-11-03
ACT Advisors, Llc.
14,578$852.1K0.3%ETFMediumAsheville, NC2026-10-15
Orba Wealth Advisors, L.L.C.
13,923$813.8K0.7%ETFMediumChicago, IL2026-10-23
Bison Wealth, LLC
12,530$747.5K0.1%GrowthMediumAtlanta, GA2026-10-13
Ndwm LLC
11,850$692.7K0.4%ETFMediumLa Jolla, CA2026-11-05
Accurate Wealth Management, LLC
11,814$708.0K0.1%CoreMediumWesley Chapel, FL2026-10-20
WealthPlan Investment Management, LLC
11,605$678.3K0.0%GrowthMediumOmaha, NE2026-10-15
Wedmont Private Capital
10,054$596.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Perigon Wealth Management, LLC
9,831$574.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Clifford Swan Investment Counsel LLC
9,796$572.6K0.0%CoreVery LowPasadena, CA2026-11-05
Avion Wealth
9,783$5710.0%ETFLowThe Woodlands, TX2026-11-04
Reap Financial Group, LLC
9,318$544.6K0.1%ETFLowAustin, TX2026-11-02
Traynor Capital Management, Inc.
9,220$538.9K0.0%GrowthLowMalvern, PA2026-10-29
Creative Planning
8,752$511.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Frontier Asset Management, LLC
8,332$487.0K0.1%ETFLowSheridan, WY2026-10-28
J.W. Cole Advisors, Inc.
5,156$301.4K0.0%IndexLowTampa, FL2026-11-05
Vise Technologies, Inc.
4,981$291.1K0.0%IndexLowNew York, NY2026-10-29
Concurrent Investment Advisors, LLC
4,746$277.4K0.0%GrowthMediumTampa, FL2026-10-16
TopTier Wealth Management, LLC
4,741$277.1K0.2%ETFVery LowMuskego, WI2026-10-16
Team Financial Group, LLC
4,482$262.0K0.1%ETFLowTemecula, CA2026-10-30
Balentine LLC
4,476$261.6K0.0%ETFLowAtlanta, GA2026-11-03
Private Trust Co NA
4,151$242.6K0.0%CoreLowCleveland, OH2026-10-20
Kestra Private Wealth Services, LLC
4,116$240.6K0.0%GrowthLowAustin, TX2026-10-30
Prospera Financial Services Inc
4,024$236.8K0.0%CoreMediumDallas, TX2026-11-04
Flagship Harbor Advisors, LLC
3,876$226.6K0.0%ETFMediumBoston, MA2026-10-26
Tounjian Advisory Partners, LLC
3,397$198.5K0.1%GrowthHighFort Myers, FL2026-11-04
Mather Group, Llc.
1,497$87.5K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
1,333$77.9K0.0%ETFMediumSouthfield, MI2026-10-08
Chapman Financial Group, LLC
1,000$58.5K0.0%CoreVery LowHonolulu, HI2026-10-26
Costello Asset Management, Inc
900$52.6K0.0%CoreLowFeasterville, PA2026-10-30
Farther Finance Advisors, LLC
732$42.8K0.0%IndexLowSan Francisco, CA2026-10-08
Evolution Wealth Management Inc.
623$36.4K0.0%ETFMediumFort Myers, FL2026-10-28
IFP Advisors, Inc
405$23.7K0.0%GrowthLowTampa, FL2026-10-16
SYM Financial Corp
345$20.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Covestor Ltd
209$120.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
191$11.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Abound Wealth Management
106$6.2K0.0%ETFVery LowFranklin, TN2026-10-26