WISDOMTREE U.S. EFFICIENT CORE FUND

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NTSX·97717Y790·US·ETF·Unknown - Unknown-13D/G

NTSX (WISDOMTREE U.S. EFFICIENT CORE FUND) is held by 35 institutional investors as of Q2 2026. Largest holders: OneDigital Investment Advisors LLC ($36.1M), Cetera Investment Advisers ($32.7M), LPL Financial LLC ($22.5M). Net institutional sentiment: Mixed.

35

Holders

(5 Elite)

$181.4M

Total Value

53% (32)

Consensus

17 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)78

Activist (13D/13G)75

Congressional (STOCK Act)56

Holder Quality

46

★★★★★

Elite

64

★★★★

Strong

54

★★★

Solid

12

★★

Below

33

★

Weak

Held by 35 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Mar 12, 2026 · Congress none

ActivistHHHALBERT HARGROVE GLOBAL ADVISORS, LLC24.5%Mar 12, 2026

View all activist filings

Top Holders

Top Holders (35)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OneDigital Investment Advisors LLC	Increased	611,866(+0.3%)	$36.1M	0.3%	+80.85%	35
Cetera Investment Advisers	Decreased	554,125(-1.7%)	$32.7M	0.0%	+44.13%	0
LPL Financial LLC	Increased	380,758(+8.5%)	$22.5M	0.0%	+36.04%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	327,755(+1.3%)	$19.4M	0.0%	+51.70%	29
AQR CAPITAL MANAGEMENT LLC	Decreased	244,408(-3.7%)	$14.4M	0.0%	+42.32%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	152,814(-4.0%)	$9M	0.0%	+36.41%	0
Kestra Advisory Services, LLC	Decreased	129,199(-3.8%)	$7.6M	0.0%	+31.05%	0
REGIONS FINANCIAL CORP	Increased	96,117(+1978.2%)	$5.7M	0.0%	+1.88%	44
JPMORGAN CHASE & CO	Increased	92,185(+31.4%)	$5.4M	0.0%	+7.83%	34
OSAIC HOLDINGS, INC.	Increased	83,404(+10.1%)	$4.9M	0.0%	+54.02%	30
Private Advisor Group, LLC	Decreased	80,821(-4.8%)	$4.8M	0.0%	+63.96%	0
MORGAN STANLEY	Increased	70,390(+0.9%)	$4.2M	0.0%	+17.41%	27
CIBC Bancorp USA Inc.	Increased	64,423(+15.6%)	$3.8M	0.0%	+10.37%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	49,934(-1.0%)	$2.9M	0.0%	+59.86%	0
Rockefeller Capital Management L.P.	Decreased	18,170(-5.0%)	$1.1M	0.0%	+25.48%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	15,714(-2.9%)	$927,912	0.0%	+9.40%	0
NewEdge Advisors, LLC	Decreased	14,641(-11.3%)	$864,551	0.0%	+18.97%	0
Corient Private Wealth LP	Unchanged	13,900	$820,795	0.0%	+17.24%	0
MFMerit Financial Group, LLC	Increased	12,845(+0.3%)	$758,478	0.0%	+21.23%	25
AE Wealth Management LLC	Decreased	8,514(-8.4%)	$502,753	0.0%	+43.58%	0

Showing 1-20 of 35

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NTSXWISDOMTREE U.S. EFFICIENT CORE FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer