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NTSX · WisdomTree U.S. Efficient Core Fund ETF

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$60.20 -0.07 (-0.12%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $820,795
Total Shares: 13,900

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2024
Top Holder
100.0%
Sep 2021 → Jun 2026 · range 23.0% – 100.0%
+77.0 pts
Top 5
100.0%
Sep 2021 → Jun 2026 · range 63.5% – 100.0%
+23.8 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 81.0% – 100.0%
+9.1 pts
HHI
10,000
Sep 2021 → Jun 2026 · range 1,401 – 10,000
Highly concentrated+8,599

Quarterly Activity

vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
34
Unchanged
0
Holder count: -33
Institutional value: -99.4%
Shares held: -99.6%

Top New Positions

vs Mar 31, 2024
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 13,900 $820,795

Top Sold-Out Positions

vs Mar 31, 2024
Institution Previously Held Last Value (USD) Open
OSAIC HOLDINGS, INC. 802,584 $33,893,121
OneDigital Investment Advisors LLC 704,799 $29,763,661
Cetera Investment Advisers 534,425 $22,568,767
LPL Financial LLC 419,413 $17,711,810
Perennial Investment Advisors, LLC 203,345 $8,587,259
Filter: New 1 Increased 0 Reduced 0 Sold out 34 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC NTSX $820,795 100.00% 13,900