WisdomTree Emerging Markets Efficient Core Fund
NTSE
10 hedge funds and large institutions have $45M invested in WisdomTree Emerging Markets Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $38.5M → $45M (+$6.53M)
11% more funds holding
Funds holding: 9 → 10 (+1)
4.29% less ownership
Funds ownership: 93.49% → 89.2% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
+$2.54M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.04M |
| 3 |
Jane Street
New York
|
+$1.94M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$837K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$2.9M |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$948K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$221K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$610 |
NTSE Hedge Fund Activity: Q1 2023 in Review
10 of the 6,182 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Efficient Core Fund (NTSE) for Q1 2023, worth a combined $45M — up 17% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NTSE positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was BlackDiamond Wealth Management, opening a new position worth an estimated $2.54M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $2.9M.
- 10 institutional investors held WisdomTree Emerging Markets Efficient Core Fund (NTSE) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $45M of WisdomTree Emerging Markets Efficient Core Fund stock for Q1 2023, up 17% quarter-over-quarter.
- 4 funds opened new WisdomTree Emerging Markets Efficient Core Fund positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Emerging Markets Efficient Core Fund buyer in Q1 2023 was BlackDiamond Wealth Management, an estimated $2.54M added.
- The largest WisdomTree Emerging Markets Efficient Core Fund seller in Q1 2023 was Halbert Hargrove Global Advisors, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2023.