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WisdomTree U.S. Efficient Core Fund
NTSX • ARCA
WisdomTree U.S. Efficient Core Fund is an exchange-traded fund on ARCA. As of Q3 2025, 92 institutional investors hold shares in this ETF, with total holdings valued at $748.6M. Halbert, Hargrove/Russell LLC is the largest holder with a position valued at $295.5M.
Overview
Overview of institutional ownership in NTSX as of Q3 2025
All Institutions
- Institutions
- 92
- Value Held
- $748.6M
- Shares Held
- 13.9M
- Avg Position
- $8.1M
- Median Position
- $660.9K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $20.3M
- Shares Held
- 376.6K
- Avg Position
- $6.8M
- Median Position
- $6.8M
Biggest Investors
Institutions with the largest positions in NTSX as of Q3 2025
| Institution | Position Value |
|---|---|
 Halbert, Hargrove/Russell LLC RIA/Wealth | $295.5M 14.46% of portfolio |
 CWM, LLC RIA/Wealth | $73.8M 0.23% of portfolio |
 Wealthcare Advisory Partners LLC RIA/Wealth | $50.8M 1.06% of portfolio |
H HUNTINGTON ASSET ADVISORS, INC. Institution | $38.5M 4.45% of portfolio |
R Resources Investment Advisors, Inc. Pension/Endowment | $38.0M 0.40% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $30.1M 0.04% of portfolio |
 WJ Interests, LLC RIA/Wealth | $26.8M 10.82% of portfolio |
 Professional Financial Advisors, LLC RIA/Wealth | $26.6M 5.60% of portfolio |
$26.0M 0.04% of portfolio | |
L LPL Financial LLC Institution | $17.3M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NTSX in Q3 2025
- Traded
- −$48.2M
- Buyers
- 40
- Sellers
- 49
- Total Bought
- +$18.8M
- Total Sold
- −$66.9M
- Avg Position
- $7.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$5.6M +104.1K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$2.7M +50.4K shares |
+$2.3M +42.1K shares | |
 MORGAN STANLEY RIA/Wealth | +$1.8M +33.8K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$1.1M +21.1K shares |
Professional Financial Advisors, LLC RIA/Wealth | +$859.5K +15.9K shares |
 JPMORGAN CHASE & CO Institution | +$746.1K +13.8K shares |
 Fermata Advisors, LLC Hedge Fund•Sector | +$664.4K +12.3K shares |
 Bravias Capital Group, LLC RIA/Wealth | +$614.5K +11.4K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | +$341.0K +6.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Halbert, Hargrove/Russell LLC RIA/Wealth | −$28.2M −523.1K shares |
L LPL Financial LLC Institution | −$8.3M −153.1K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$4.9M −91.1K shares |
WJ Interests, LLC RIA/Wealth | −$4.9M −90.2K shares |
 TORONTO DOMINION BANK Institution | −$4.1M −82.0K shares |
H HUNTINGTON ASSET ADVISORS, INC. Institution | −$3.5M −65.4K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$2.9M −53.6K shares |
 Armis Advisers, LLC RIA/Wealth | −$2.5M −49.9K shares |
−$1.4M −28.9K shares | |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$588.6K −11.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NTSX in Q3 2025
- New Positions
- 5
- New Value
- $1.2M
- Exited Positions
- 12
- Exited Value
- $10.1M
New Positions
| Institution | Position Value |
|---|---|
 Quantinno Capital Management LP Hedge Fund•Market Neutral | $276.6K 5.1K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $257.1K 4.8K shares |
 IFG Advisory, LLC RIA/Wealth | $212.7K 3.9K shares |
 Traynor Capital Management, Inc. RIA/Wealth | $209.6K 3.9K shares |
 Hartland & Co., LLC RIA/Wealth | $200.3K 3.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TORONTO DOMINION BANK Institution | $4.1M 82.0K shares |
Armis Advisers, LLC RIA/Wealth | $2.5M 49.9K shares |
$1.4M 28.9K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $588.6K 11.8K shares |
A AMERIFLEX GROUP, INC. Institution | $578.3K 11.7K shares |
J JANE STREET GROUP, LLC Institution | $308.8K 6.2K shares |
 Transce3nd, LLC RIA/Wealth | $270.6K 5.4K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $231.5K 5.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $59.2K 1.2K shares |
W WealthTrak Capital Management LLC RIA/Wealth | $9.3K 185.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NTSX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NTSX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Halbert, Hargrove/Russell LLC RIA/Wealth | 14.46% $295.5M |
WJ Interests, LLC RIA/Wealth | 10.82% $26.8M |
Professional Financial Advisors, LLC RIA/Wealth | 5.60% $26.6M |
H HUNTINGTON ASSET ADVISORS, INC. Institution | 4.45% $38.5M |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 4.14% $9.9M |
Bravias Capital Group, LLC RIA/Wealth | 3.48% $5.2M |
Fermata Advisors, LLC Hedge Fund•Sector | 1.82% $6.8M |
 RHS Financial, LLC RIA/Wealth | 1.51% $2.9M |
Wealthcare Advisory Partners LLC RIA/Wealth | 1.06% $50.8M |
 ORBA Wealth Advisors, L.L.C. RIA/Wealth | 1.04% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in NTSX
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
W
Position in WisdomTree U.S. Efficient Core Fund
- Market Value
- $13.3M
- Shares Held
- 246.3K
- Portfolio Weight
- 0.01%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
