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WisdomTree International Efficient Core Fund

20 hedge funds and large institutions have $224M invested in WisdomTree International Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more funds holding

Funds holding: 1620 (+4)

11% more capital invested

Capital invested by funds: $203M → $224M (+$21.6M)

1.08% less ownership

Funds ownership: 88.95%87.87% (-1.1%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
4
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$89.5M +$1.55M +44,737 +2%
SFC
2
SYM Financial Corp
Indiana
$69M +$5.71M +164,304 +9%
WI
3
WJ Interests
Texas
$23.6M -$849K -24,431 -4%
OIA
4
OneDigital Investment Advisors
Kansas
$12.4M +$302K +8,686 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$1.55M +44,461 +16%
Jane Street
6
Jane Street
New York
$5.03M +$4.58M +131,923 +940%
PFA
7
Professional Financial Advisors
Nebraska
$4.16M +$4.2M +120,888 New
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$3.07M +$389K +11,186 +14%
OMC
9
Old Mission Capital
Illinois
$1.61M +$1.63M +46,816 New
FA
10
Fermata Advisors
California
$1.04M +$608K +17,493 +137%
RF
11
RHS Financial
California
$865K -$28.8K -830 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$746K +$753K +21,657 New
LPL Financial
13
LPL Financial
California
$707K +$29.8K +858 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$449K +$13.7K +393 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$395K +$20.1K +579 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$293K -$60.2K -1,732 -17%
AW
17
Avion Wealth
Texas
$290K
EF
18
Empirical Finance
Pennsylvania
$216K
UBS Group
19
UBS Group
Switzerland
$13.8K +$13.9K +400 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$34 -$382 -11 -92%

NTSI Hedge Fund Activity: Q2 2023 in Review

20 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q2 2023, worth a combined $224M — up 11% from $203M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NTSI positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was SYM Financial Corp, adding an estimated $5.71M. The largest seller was WJ Interests, cutting an estimated $849K.

  • 20 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q2 2023, up from 16 in Q1 2023.
  • Funds reported $224M of WisdomTree International Efficient Core Fund stock for Q2 2023, up 11% quarter-over-quarter.
  • 4 funds opened new WisdomTree International Efficient Core Fund positions in Q2 2023 and 0 closed out, a net change of +4 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q2 2023 was SYM Financial Corp, an estimated $5.71M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q2 2023 was WJ Interests, an estimated $849K sold.

Based on aggregated 13F filings for Q2 2023.