WisdomTree Emerging Markets Efficient Core Fund
NTSE
9 hedge funds and large institutions have $38.2M invested in WisdomTree Emerging Markets Efficient Core Fund in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
6.41% less ownership
Funds ownership: 84.4% → 77.99% (-6.4%)
15% less capital invested
Capital invested by funds: $44.8M → $38.2M (-$6.6M)
18% less funds holding
Funds holding: 11 → 9 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$1.27M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$414K |
| 3 |
LPL Financial
San Diego,
California
|
+$212K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$91.5K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.07M |
| 2 |
BWM
BlackDiamond Wealth Management
New York
|
-$1.27M |
| 3 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$44.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$37.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$687 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HHGA
1
Halbert Hargrove Global Advisors
Long Beach,
California
| $30M | +$1.27M | +46,337 | +4% |
|
|
OIA
2
OneDigital Investment Advisors
Overland Park,
Kansas
| $4.27M | +$414K | +15,046 | +10% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $1.34M | +$18.3K | +666 | +1% |
|
|
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.01M | +$91.5K | +3,329 | +9% |
|
|
5
LPL Financial
San Diego,
California
| $543K | +$212K | +7,717 | +58% |
|
|
DWM
6
Drive Wealth Management
Lehi,
Utah
| $475K | -$44.4K | -1,613 | -8% |
|
|
BWM
7
BlackDiamond Wealth Management
New York
| $385K | -$1.27M | -46,098 | -75% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $106K | -$687 | -25 | -0.6% |
|
9
Fidelity Investments
Boston,
Massachusetts
| $309 | +$302 | +11 | +1,100% |
|
|
10
Jane Street
New York
| – | -$4.07M | -145,884 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$37.3K | -1,338 | Closed |
|
NTSE Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Efficient Core Fund (NTSE) for Q3 2023, worth a combined $38.2M — down 15% from $44.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NTSE and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $1.27M. The largest seller was Jane Street, exiting entirely with an estimated $4.07M sold.
- 9 institutional investors held WisdomTree Emerging Markets Efficient Core Fund (NTSE) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $38.2M of WisdomTree Emerging Markets Efficient Core Fund stock for Q3 2023, down 15% quarter-over-quarter.
- 0 funds opened new WisdomTree Emerging Markets Efficient Core Fund positions in Q3 2023 and 2 closed out, a net change of -2 holders.
- The largest WisdomTree Emerging Markets Efficient Core Fund buyer in Q3 2023 was Halbert Hargrove Global Advisors, an estimated $1.27M added.
- The largest WisdomTree Emerging Markets Efficient Core Fund seller in Q3 2023 was Jane Street, an estimated $4.07M sold.
Based on aggregated 13F filings for Q3 2023.