We are live on ! Find out more
NTSI icon

WisdomTree International Efficient Core Fund

18 hedge funds and large institutions have $216M invested in WisdomTree International Efficient Core Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $224M → $216M (-$8.74M)

1.27% less ownership

Funds ownership: 87.87%86.6% (-1.3%)

10% less funds holding

Funds holding: 2018 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
1
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$89.4M +$6.69M +198,302 +8%
SFC
2
SYM Financial Corp
Indiana
$65.7M +$1.88M +55,668 +3%
WI
3
WJ Interests
Texas
$21.5M +$84.3K +2,501 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13M +$2.88M +85,384 +26%
OIA
5
OneDigital Investment Advisors
Kansas
$12.6M +$1.18M +34,869 +10%
PFA
6
Professional Financial Advisors
Nebraska
$4.04M +$187K +5,550 +5%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$3.05M +$214K +6,341 +7%
Jane Street
8
Jane Street
New York
$2.13M -$2.68M -79,360 -54%
FA
9
Fermata Advisors
California
$1.03M +$62.9K +1,865 +6%
LPL Financial
10
LPL Financial
California
$1M +$365K +10,831 +53%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$683K +$334K +9,899 +86%
Osaic Holdings
12
Osaic Holdings
Arizona
$418K +$2.36K +70 +0.5%
RF
13
RHS Financial
California
$324K -$504K -14,960 -60%
AW
14
Avion Wealth
Texas
$269K
OMC
15
Old Mission Capital
Illinois
$211K -$1.36M -40,209 -86%
Goldman Sachs
16
Goldman Sachs
New York
$208K +$220K +6,525 New
EF
17
Empirical Finance
Pennsylvania
$200K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$287 +$270 +8 +800%
Citadel Advisors
19
Citadel Advisors
Florida
-$746K -21,657 Closed
MML Investors Services
20
MML Investors Services
Massachusetts
-$293K -8,509 Closed
UBS Group
21
UBS Group
Switzerland
-$13.8K -400 Closed

NTSI Hedge Fund Activity: Q3 2023 in Review

18 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q3 2023, worth a combined $216M — down 3.9% from $224M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NTSI and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 12 added.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $6.69M. The largest seller was Jane Street, cutting an estimated $2.68M.

  • 18 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q3 2023, down from 20 in Q2 2023.
  • Funds reported $216M of WisdomTree International Efficient Core Fund stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 1 fund opened new WisdomTree International Efficient Core Fund positions in Q3 2023 and 3 closed out, a net change of -2 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q3 2023 was Halbert Hargrove Global Advisors, an estimated $6.69M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q3 2023 was Jane Street, an estimated $2.68M sold.

Based on aggregated 13F filings for Q3 2023.