WisdomTree Emerging Markets Efficient Core Fund
NTSE
13 hedge funds and large institutions have $43.8M invested in WisdomTree Emerging Markets Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
44% more funds holding
Funds holding: 9 → 13 (+4)
15% more capital invested
Capital invested by funds: $38.2M → $43.8M (+$5.59M)
3.35% more ownership
Funds ownership: 77.99% → 81.34% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$954K |
| 2 |
Jane Street
New York
|
+$614K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$295K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$190K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
-$385K |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$327K |
| 3 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$49.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$105 |
NTSE Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Efficient Core Fund (NTSE) for Q4 2023, worth a combined $43.8M — up 15% from $38.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NTSE positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $954K. The largest seller was BlackDiamond Wealth Management, exiting entirely with an estimated $385K sold.
- 13 institutional investors held WisdomTree Emerging Markets Efficient Core Fund (NTSE) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $43.8M of WisdomTree Emerging Markets Efficient Core Fund stock for Q4 2023, up 15% quarter-over-quarter.
- 5 funds opened new WisdomTree Emerging Markets Efficient Core Fund positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Emerging Markets Efficient Core Fund buyer in Q4 2023 was LPL Financial, an estimated $954K added.
- The largest WisdomTree Emerging Markets Efficient Core Fund seller in Q4 2023 was BlackDiamond Wealth Management, an estimated $385K sold.
Based on aggregated 13F filings for Q4 2023.