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Public ownership evidence

WisdomTree U.S. Efficient Core Fund (NTSX) Ownership Disclosures

Read NTSX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,900$820,795None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,804$460,826None
Corient Private Wealth LP2026-06-302026-08-1813,900$820,795None
Wiser Advisor Group LLC2026-06-302026-08-1820$1,153None
AMERIFLEX GROUP, INC.2026-06-302026-08-15414$24,420None
Synergy Investment Management, LLC2026-06-302026-08-152,121$125,271None
Perennial Investment Advisors, LLC2026-06-302026-08-15161,472$9,534,805None
Kensington Investment Counsel, LLC2026-06-302026-08-154,766$281,432None
Sierra Capital LLC2026-06-302026-08-1521,439$1,265,973None
Western Wealth Management, LLC2026-06-302026-08-1510,275$606,758None
IFG Advisory, LLC2026-06-302026-08-152,913$172,025None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,345$197,519None
OSAIC HOLDINGS, INC.2026-06-302026-08-1580,059$4,727,448None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156$299None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$5,846None
Ausdal Financial Partners, Inc.2026-06-302026-08-1524,970$1,474,476None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1530,022$1,772,807None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15214,386$12,659,471None
ROYAL BANK OF CANADA2026-06-302026-08-155,284$312,000None
IHT Wealth Management, LLC2026-06-302026-08-155,040$297,612None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$11None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,150$126,958None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,367$198,821None
Quantinno Capital Management LP2026-06-302026-08-146,519$384,947None
Rockefeller Capital Management L.P.2026-06-302026-08-1418,170$1,072,990None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14116$6,850None
UBS Group AG2026-06-302026-08-1456$3,307None
Creative Planning2026-06-302026-08-145,174$305,531None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-142,904$171,481None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-1438$2,279None
CIBC Bancorp USA Inc.2026-06-302026-08-1464,423$3,804,178None
Inspire Advisors, LLC2026-06-302026-08-149,148$540,189None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14152,814$9,023,667None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-143,760$222,028None
VANGUARD ADVISERS INC2026-06-302026-08-14589$34,808None
MORGAN STANLEY2026-06-302026-08-1470,390$4,156,530None
FMR LLC2026-06-302026-08-1418$1,063None
Smartleaf Asset Management LLC2026-06-302026-08-131,355$79,728None
Corient Private Wealth LP2026-06-302026-08-1313,900$820,795None
Integrated Wealth Concepts LLC2026-06-302026-08-134,825$284,604None
Strategic Wealth Partners, Ltd.2026-06-302026-08-130$24None
Cetera Investment Advisers2026-06-302026-08-13554,125$32,721,037None
NewEdge Advisors, LLC2026-06-302026-08-1314,641$864,551None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-134,234$250,042None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,608$626,416None
JPMORGAN CHASE & CO2026-06-302026-08-135,059$297,672None
JPMORGAN CHASE & CO2026-06-302026-08-1387,126$5,126,494None
Astra Wealth Partners LLC2026-06-302026-08-127,800$460,590None
Vise Technologies, Inc.2026-06-302026-08-124,110$242,696None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-127,804$460,826None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Wiser Advisor Group LLC ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗Perennial Investment Advisors, LLC ↗Kensington Investment Counsel, LLC ↗Sierra Capital LLC ↗Western Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.