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WisdomTree International Efficient Core Fund

21 hedge funds and large institutions have $256M invested in WisdomTree International Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $216M → $256M (+$40.2M)

17% more funds holding

Funds holding: 1821 (+3)

0.26% more ownership

Funds ownership: 86.6%86.86% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
11
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$104M +$3.54M +107,662 +4%
SFC
2
SYM Financial Corp
Indiana
$74M +$440K +13,382 +0.7%
WI
3
WJ Interests
Texas
$24.2M +$180K +5,482 +0.8%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$4.01M +122,005 +30%
OIA
5
OneDigital Investment Advisors
Kansas
$15.8M +$1.56M +47,582 +12%
PFA
6
Professional Financial Advisors
Nebraska
$5.01M +$456K +13,888 +11%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$3.53M +$114K +3,464 +4%
LPL Financial
8
LPL Financial
California
$2.75M +$1.5M +45,681 +146%
Citadel Advisors
9
Citadel Advisors
Florida
$1.34M +$1.23M +37,412 New
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.31M +$1.21M +36,755 New
FA
11
Fermata Advisors
California
$1.2M +$50.7K +1,543 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$965K +$185K +5,633 +26%
Jane Street
13
Jane Street
New York
$916K -$1.35M -40,964 -62%
IWM
14
IHT Wealth Management
Illinois
$794K +$731K +22,238 New
Osaic Holdings
15
Osaic Holdings
Arizona
$495K +$24.8K +756 +6%
LEFP
16
Leading Edge Financial Planning
Tennessee
$308K +$284K +8,631 New
AW
17
Avion Wealth
Texas
$301K
EF
18
Empirical Finance
Pennsylvania
$224K
CPA
19
Cardiff Park Advisors
California
$98.8K +$90.9K +2,767 New
UBS Group
20
UBS Group
Switzerland
$17K +$15.6K +475 New
Morgan Stanley
21
Morgan Stanley
New York
$102 +$66 +2 New
RF
22
RHS Financial
California
-$324K -10,149 Closed
OMC
23
Old Mission Capital
Illinois
-$211K -6,607 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$208K -6,525 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$287 -9 Closed

NTSI Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q4 2023, worth a combined $256M — up 19% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NTSI positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.01M. The largest seller was Jane Street, cutting an estimated $1.35M.

  • 21 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $256M of WisdomTree International Efficient Core Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new WisdomTree International Efficient Core Fund positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $4.01M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q4 2023 was Jane Street, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2023.