NTSX

Wisdomtree US Efficient Core

-$1.0M

Net Activity

Institutions Holding

107

Popularity Rank

#4315

Avg Weight

0.64%

Total Value

$755.9M

Ownership Trend

107 institutions currently hold NTSX, with 53 net buyers and 47 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

47

Net Buying Institutions

53

Key Holders

Key Holders

Top 5 by Value

HH
Halbert Hargrove Global Advisors, LLC
$282.5M
CL
Cwm, LLC
$73.6M
RA
Rational Advisors, INC.
$69.3M
WA
Wealthcare Advisory Partners LLC
$51.5M
OI
OneDigital Investment Advisors LLC
$31.8M

Top 5 by Conviction

4P
46 Peaks LLC
16.82%
HH
Halbert Hargrove Global Advisors, LLC
13.63%
WI
WJ Interests, LLC
9.89%
RA
Rational Advisors, INC.
7.08%
PF
Professional Financial Advisors, LLC
5.40%
View all 107 holding institutions

Quarterly Activity

Recent Activity

+$374.6M

Total Buy Value

$430.7M

Total Sell Value

New buy14
Trim36
Add39
Sold out11

53

Net Buyers

47

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US EFFICIENT CORE (NTSX)?
Major stakeholders currently include Halbert Hargrove Global Advisors, LLC ($282.5M), Cwm, LLC ($73.6M), Rational Advisors, INC. ($69.3M). Based on the latest 13F filings, there are a total of 107 tracked investment funds and institutions maintaining positions in NTSX.
What is the overall institutional sentiment toward NTSX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.0M, driven by 53 managers accumulating shares while 47 reduced their exposure.
Which institutions have been selling or reducing their NTSX positions?
In the latest period, 36 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $430.7M.
Are there any notable investors adding NTSX to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 39 existing holders added to their shares. The total reported buy value for the quarter amounted to $374.6M.

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