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WisdomTree International Efficient Core Fund

27 hedge funds and large institutions have $310M invested in WisdomTree International Efficient Core Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $286M → $310M (+$24.7M)

4% more funds holding

Funds holding: 2627 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.13% less ownership

Funds ownership: 86.67%85.54% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
8
Reduced
9
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
$119M +$1.5M +39,621 +1%
SFC
2
SYM Financial Corp
Indiana
$86.7M +$1.04M +27,538 +1%
WI
3
WJ Interests
Texas
$27.8M -$871K -22,965 -3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$26.7M +$3.03M +79,986 +13%
OIA
5
OneDigital Investment Advisors
Kansas
$18.6M +$696K +18,371 +4%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$9.52M +$311K +8,217 +4%
PFA
7
Professional Financial Advisors
Nebraska
$8.29M -$83.2K -2,196 -1%
AQR Capital Management
8
AQR Capital Management
Connecticut
$2.25M -$91.9K -2,423 -4%
AWM
9
Accurate Wealth Management
Florida
$1.87M +$718K +18,933 +62%
FA
10
Fermata Advisors
California
$1.46M +$87.3K +2,303 +7%
LPL Financial
11
LPL Financial
California
$1.37M -$1.79M -47,225 -58%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.11M -$8.98K -237 -0.8%
Jane Street
13
Jane Street
New York
$914K -$828K -21,837 -48%
LEFP
14
Leading Edge Financial Planning
Tennessee
$881K -$31.4K -827 -4%
IWM
15
IHT Wealth Management
Illinois
$857K +$42.4K +1,119 +5%
Goldman Sachs
16
Goldman Sachs
New York
$789K +$762K +20,114 New
MCM
17
Morton Capital Management
California
$660K +$637K +16,816 New
Osaic Holdings
18
Osaic Holdings
Arizona
$435K -$9.63K -254 -2%
AW
19
Avion Wealth
Texas
$331K
EF
20
Empirical Finance
Pennsylvania
$246K
KPWS
21
Kestra Private Wealth Services
Texas
$238K +$230K +6,062 New
JP Morgan Chase
22
JP Morgan Chase
New York
$147K +$142K +3,735 New
CPA
23
Cardiff Park Advisors
California
$112K
Morgan Stanley
24
Morgan Stanley
New York
$19K
AWM
25
Avior Wealth Management
Nebraska
$8.51K -$5.08K -134 -38%

NTSI Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q3 2024, worth a combined $310M — up 8.7% from $286M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NTSI positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.75M sold.

  • 27 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $310M of WisdomTree International Efficient Core Fund stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 4 funds opened new WisdomTree International Efficient Core Fund positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree International Efficient Core Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $3.03M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q3 2024 was Citadel Advisors, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2024.