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WisdomTree International Efficient Core Fund

26 hedge funds and large institutions have $286M invested in WisdomTree International Efficient Core Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2426 (+2)

1% more capital invested

Capital invested by funds: $284M → $286M (+$2.11M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.77% less ownership

Funds ownership: 88.44%86.67% (-1.8%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$109M +$1.63M +44,470 +2%
SFC
2
SYM Financial Corp
Indiana
$79.5M +$2.77M +75,679 +4%
WI
3
WJ Interests
Texas
$26.7M +$1.05M +28,798 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$979K +26,769 +5%
OIA
5
OneDigital Investment Advisors
Kansas
$16.6M +$397K +10,846 +2%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$8.53M +$406K +11,084 +5%
PFA
7
Professional Financial Advisors
Nebraska
$7.77M -$10.7K -293 -0.1%
LPL Financial
8
LPL Financial
California
$2.99M -$141K -3,867 -5%
Citadel Advisors
9
Citadel Advisors
Florida
$2.75M +$2.13M +58,240 +336%
AQR Capital Management
10
AQR Capital Management
Connecticut
$2.17M +$469K +12,823 +27%
Jane Street
11
Jane Street
New York
$1.64M -$2.81M -76,795 -63%
FA
12
Fermata Advisors
California
$1.27M +$12K +327 +0.9%
AWM
13
Accurate Wealth Management
Florida
$1.15M +$1.12M +30,588 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.04M +$15.3K +418 +1%
LEFP
15
Leading Edge Financial Planning
Tennessee
$848K -$37.2K -1,016 -4%
IWM
16
IHT Wealth Management
Illinois
$812K +$98.9K +2,702 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$413K -$102K -2,791 -20%
AW
18
Avion Wealth
Texas
$307K
EF
19
Empirical Finance
Pennsylvania
$228K
CPA
20
Cardiff Park Advisors
California
$104K +$1.28K +35 +1%
Morgan Stanley
21
Morgan Stanley
New York
$17.7K +$37 +1 +0.2%
AWM
22
Avior Wealth Management
Nebraska
$12.8K
NCM
23
Northwest Capital Management
Oregon
$7.1K +$7.13K +195 New
JWM
24
Janiczek Wealth Management
Colorado
$1.02K
UBS Group
25
UBS Group
Switzerland
$910 +$915 +25 New

NTSI Hedge Fund Activity: Q2 2024 in Review

26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q2 2024, worth a combined $286M — up 0.75% from $284M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NTSI positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was SYM Financial Corp, adding an estimated $2.77M. The largest seller was Jane Street, cutting an estimated $2.81M.

  • 26 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $286M of WisdomTree International Efficient Core Fund stock for Q2 2024, up 0.75% quarter-over-quarter.
  • 4 funds opened new WisdomTree International Efficient Core Fund positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q2 2024 was SYM Financial Corp, an estimated $2.77M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q2 2024 was Jane Street, an estimated $2.81M sold.

Based on aggregated 13F filings for Q2 2024.