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WisdomTree International Efficient Core Fund

24 hedge funds and large institutions have $284M invested in WisdomTree International Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

11% more capital invested

Capital invested by funds: $256M → $284M (+$27.5M)

1.57% more ownership

Funds ownership: 86.86%88.44% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
16
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$109M +$1.53M +42,640 +1%
SFC
2
SYM Financial Corp
Indiana
$78.1M +$1.31M +36,566 +2%
WI
3
WJ Interests
Texas
$26.1M +$897K +24,969 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.2M +$1.53M +42,644 +8%
OIA
5
OneDigital Investment Advisors
Kansas
$16.5M +$139K +3,884 +0.9%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$8.27M +$4.47M +124,329 +126%
PFA
7
Professional Financial Advisors
Nebraska
$7.92M +$2.64M +73,410 +52%
Jane Street
8
Jane Street
New York
$4.52M +$3.46M +96,293 +376%
LPL Financial
9
LPL Financial
California
$3.18M +$319K +8,883 +12%
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.74M +$362K +10,090 +27%
FA
11
Fermata Advisors
California
$1.28M +$31.6K +880 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.04M +$39.5K +1,099 +4%
LEFP
13
Leading Edge Financial Planning
Tennessee
$901K +$563K +15,679 +182%
IWM
14
IHT Wealth Management
Illinois
$720K -$101K -2,802 -13%
Citadel Advisors
15
Citadel Advisors
Florida
$642K -$721K -20,082 -54%
OMC
16
Old Mission Capital
Illinois
$641K +$621K +17,285 New
Osaic Holdings
17
Osaic Holdings
Arizona
$523K +$9.66K +269 +2%
AW
18
Avion Wealth
Texas
$313K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$267K +$258K +7,190 New
EF
20
Empirical Finance
Pennsylvania
$232K
CPA
21
Cardiff Park Advisors
California
$105K +$2.08K +58 +2%
Morgan Stanley
22
Morgan Stanley
New York
$17.9K +$17.3K +482 +24,100%
AWM
23
Avior Wealth Management
Nebraska
$13K +$12.6K +351 New
JWM
24
Janiczek Wealth Management
Colorado
$1.04K +$1.01K +28 New
UBS Group
25
UBS Group
Switzerland
-$17K -475 Closed

NTSI Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q1 2024, worth a combined $284M — up 11% from $256M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NTSI positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $4.47M. The largest seller was Citadel Advisors, cutting an estimated $721K.

  • 24 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $284M of WisdomTree International Efficient Core Fund stock for Q1 2024, up 11% quarter-over-quarter.
  • 4 funds opened new WisdomTree International Efficient Core Fund positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q1 2024 was Wealthcare Advisory Partners, an estimated $4.47M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q1 2024 was Citadel Advisors, an estimated $721K sold.

Based on aggregated 13F filings for Q1 2024.