WisdomTree Emerging Markets Efficient Core Fund
NTSE
11 hedge funds and large institutions have $44.8M invested in WisdomTree Emerging Markets Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
10% more funds holding
Funds holding: 10 → 11 (+1)
0% less capital invested
Capital invested by funds: $45M → $44.8M (-$215K)
4.8% less ownership
Funds ownership: 89.2% → 84.4% (-4.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.14M |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$1.43M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$241K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$133K |
| 5 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$69.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.04M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.3M |
| 3 |
BWM
BlackDiamond Wealth Management
New York
|
-$800K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$306 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HHGA
1
Halbert Hargrove Global Advisors
Long Beach,
California
| $31.2M | -$1.3M | -46,754 | -4% |
|
|
OIA
2
OneDigital Investment Advisors
Overland Park,
Kansas
| $4.2M | +$133K | +4,766 | +3% |
|
|
3
Jane Street
New York
| $4.07M | +$2.14M | +76,964 | +112% |
|
|
BWM
4
BlackDiamond Wealth Management
New York
| $1.77M | -$800K | -28,725 | -32% |
|
|
PFA
5
Professional Financial Advisors
North Platte,
Nebraska
| $1.43M | +$1.43M | +51,271 | New |
|
|
WAP
6
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $995K | +$241K | +8,661 | +32% |
|
|
DWM
7
Drive Wealth Management
Lehi,
Utah
| $559K | +$69.1K | +2,481 | +14% |
|
8
LPL Financial
San Diego,
California
| $372K | +$17.3K | +623 | +5% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $115K | +$613 | +22 | +0.5% |
|
10
UBS Group
Zurich,
Switzerland
| $37.3K | +$37.3K | +1,338 | New |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| $28 | -$306 | -11 | -92% |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$2.04M | -72,622 | Closed |
|
NTSE Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Efficient Core Fund (NTSE) for Q2 2023, worth a combined $44.8M — down 0.48% from $45M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NTSE positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.04M sold.
- 11 institutional investors held WisdomTree Emerging Markets Efficient Core Fund (NTSE) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $44.8M of WisdomTree Emerging Markets Efficient Core Fund stock for Q2 2023, down 0.48% quarter-over-quarter.
- 2 funds opened new WisdomTree Emerging Markets Efficient Core Fund positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Emerging Markets Efficient Core Fund buyer in Q2 2023 was Jane Street, an estimated $2.14M added.
- The largest WisdomTree Emerging Markets Efficient Core Fund seller in Q2 2023 was Old Mission Capital, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2023.