WisdomTree 90/60 U.S. Balanced Fund

Historical 13F Holders

Symbol
NTSX
CUSIP
97717Y790
All holders as of
Q2 2026
Type
Equity
Class
US EFFICIENT COR
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 97717Y790 since 12/18/2024, largest first.

Filer % of Class Filed
Halbert Hargrove Global Advisors, LLC 13G 24.5% 3/12/2026
Event 1/31/2023

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 31 7.37 M $431 M
2026 Q2 115 12.4 M $730 M
2026 Q1 108 14.6 M $765 M
2025 Q4 105 14.0 M $768 M
2025 Q3 96 14.0 M $757 M
2025 Q2 101 15.1 M $754 M
2025 Q1 93 15.2 M $686 M
2024 Q4 89 15.6 M $726 M
2024 Q3 77 15.6 M $735 M
2024 Q2 76 15.6 M $684 M
2024 Q1 77 15.6 M $615 M
2023 Q4 76 15.6 M $615 M
2023 Q3 67 15.9 M $554 M
2023 Q2 68 14.8 M $550 M
2023 Q1 71 13.1 M $459 M
2022 Q4 76 13.6 M $442 M
2022 Q3 74 12.8 M $392 M
2022 Q2 70 12.9 M $429 M
2022 Q1 74 13.5 M $545 M
2021 Q4 73 12.6 M $559 M
2021 Q3 50 10.5 M $427 M
2021 Q2 44 8.62 M $350 M
2021 Q1 38 8.30 M $310 M
2020 Q4 35 8.14 M $298 M
2020 Q3 28 8.25 M $274 M
2020 Q2 16 5.71 M $175 M
2020 Q1 13 2.98 M $76.9 M
2019 Q4 12 716 k $21.2 M
2019 Q3 12 846 k $23.6 M
2019 Q2 4 63.5 k $1.73 M
2019 Q1 5 142 k $3.65 M
2018 Q4 4 141 k $3.21 M
2018 Q3 3 44.5 k $1.15 M