WISDOMTREE US EFFICIENT CORE (NTSX) Institutional Ownership Changes & 13F Activity
WISDOMTREE US EFFICIENT CORE (NTSX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Onedigital Investment Advisors Llc, Cetera Investment Advisers, 46 Peaks Llc, Aqr Capital Management Llc, and Perennial Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Buy | +134 | — | 134 | $7.37K | Q4 2025 | May 12, 2026 |
| Bison Wealth, Llc | Buy | +15,751 | — | 15,751 | $809.60K | Q4 2025 | Mar 24, 2026 |
| 46 Peaks Llc | Buy | +428,515 | — | 428,515 | $23.49M | Q4 2025 | Feb 26, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +8,065 | — | 8,065 | $442.07K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +14,709 | — | 14,709 | $806.18K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +13,900 | — | 13,900 | $761.86K | Q4 2025 | Feb 19, 2026 |
| Newedge Advisors, Llc | Buy | +26,334 | — | 26,334 | $1.44M | Q4 2025 | Feb 18, 2026 |
| Sierra Capital Llc | Buy | +21,439 | — | 21,439 | $1.18M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +8,030 | — | 8,030 | $440.10K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +561,943 | — | 561,943 | $30.80M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +243,247 | — | 243,247 | $13.33M | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +161,290 | — | 161,290 | $8.84M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +80,575 | — | 80,575 | $4.42M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +68,222 | — | 68,222 | $3.74M | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | Buy | +25,000 | — | 25,000 | $1.37M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +17,669 | — | 17,669 | $968.47K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +11,896 | — | 11,896 | $660.59K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +10,450 | — | 10,450 | $572.76K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +7,381 | — | 7,381 | $404.55K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +5,697 | — | 5,697 | $312.25K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +5,240 | — | 5,240 | $287.00K | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | Buy | +5,179 | — | 5,179 | $283.86K | Q4 2025 | Feb 17, 2026 |
| Mccartney Wealth Management Llc | Buy | +4,551 | — | 4,551 | $249.44K | Q4 2025 | Feb 17, 2026 |
| Cardiff Park Advisors, Llc | Buy | +4,042 | — | 4,042 | $221.54K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +87 | +8700.0% | 88 | $4.82K | Q4 2025 | Feb 17, 2026 |
| Onedigital Investment Advisors Llc | Buy | +702,670 | — | 702,670 | $38.51M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +82,800 | — | 82,800 | $4.54M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +79,596 | — | 79,596 | $4.36M | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +27,702 | — | 27,702 | $1.52M | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +27,491 | — | 27,491 | $1.51M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about NTSX activity
Which institutional owners are buying NTSX?
Institutional owners buying NTSX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NTSX activity?
"Buy" means an investor increased their reported position in NTSX compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US EFFICIENT CORE (NTSX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NTSX increasing?
Institutional interest in NTSX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.