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WisdomTree International Efficient Core Fund

28 hedge funds and large institutions have $292M invested in WisdomTree International Efficient Core Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

4% more funds holding

Funds holding: 2728 (+1)

3.47% more ownership

Funds ownership: 85.54%89.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $310M → $292M (-$18M)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
10
Reduced
9
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
$110M +$3.44M +93,712 +3%
SFC
2
SYM Financial Corp
Indiana
$83.2M +$5.76M +156,791 +7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$1.53M +41,691 +6%
WI
4
WJ Interests
Texas
$24.9M -$8.59K -234 -0%
OIA
5
OneDigital Investment Advisors
Kansas
$17.4M +$727K +19,785 +4%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$9.82M +$1.36M +37,026 +15%
PFA
7
Professional Financial Advisors
Nebraska
$7.72M +$311K +8,464 +4%
Jane Street
8
Jane Street
New York
$3.51M +$2.82M +76,705 +329%
AQR Capital Management
9
AQR Capital Management
Connecticut
$1.85M -$171K -4,655 -8%
AWM
10
Accurate Wealth Management
Florida
$1.63M -$86K -2,342 -5%
LPL Financial
11
LPL Financial
California
$1.44M +$224K +6,096 +18%
FA
12
Fermata Advisors
California
$1.24M -$66K -1,797 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$985K -$9.07K -247 -0.9%
LEFP
14
Leading Edge Financial Planning
Tennessee
$808K +$14.6K +398 +2%
KAS
15
Kestra Advisory Services
Texas
$521K +$544K +14,819 New
MCM
16
Morton Capital Management
California
$478K -$117K -3,198 -19%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$398K +$417K +11,342 New
NA
18
NewEdge Advisors
Louisiana
$359K +$375K +10,213 New
IWM
19
IHT Wealth Management
Illinois
$308K -$532K -14,477 -62%
AW
20
Avion Wealth
Texas
$296K
KPWS
21
Kestra Private Wealth Services
Texas
$229K +$16.5K +450 +7%
CPA
22
Cardiff Park Advisors
California
$100K
Morgan Stanley
23
Morgan Stanley
New York
$16.8K -$294 -8 -2%
UBS Group
24
UBS Group
Switzerland
$9.45K +$9.88K +269 New
AWM
25
Avior Wealth Management
Nebraska
$7.62K

NTSI Hedge Fund Activity: Q4 2024 in Review

28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Efficient Core Fund (NTSI) for Q4 2024, worth a combined $292M — down 5.8% from $310M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NTSI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was SYM Financial Corp, adding an estimated $5.76M. The largest seller was Goldman Sachs, exiting entirely with an estimated $789K sold.

  • 28 institutional investors held WisdomTree International Efficient Core Fund (NTSI) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $292M of WisdomTree International Efficient Core Fund stock for Q4 2024, down 5.8% quarter-over-quarter.
  • 5 funds opened new WisdomTree International Efficient Core Fund positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree International Efficient Core Fund buyer in Q4 2024 was SYM Financial Corp, an estimated $5.76M added.
  • The largest WisdomTree International Efficient Core Fund seller in Q4 2024 was Goldman Sachs, an estimated $789K sold.

Based on aggregated 13F filings for Q4 2024.