NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

70 hedge funds and large institutions have $458M invested in WisdomTree US Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
7
Increased
29
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$24M
2
WI
2
WJ Interests
Texas
$31M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$21.2M
4
CAN
4
Cetera Advisor Networks
California
$13.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.91M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.9M
2
AA
2
ACT Advisors
North Carolina
$537K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
MCC
4
Money Concepts Capital
Florida
$1.18M
5
PFA
5
Professional Financial Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$1.18M -$12.5M -179,333 -91%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.07M -$4.77K -136 -0.4%
BWM
28
BlackDiamond Wealth Management
New York
$1.01M -$23.3K -668 -2%
HA
29
Herold Advisors
New York
$952K -$101K -2,890 -10%
IWS
30
Insight Wealth Strategies
California
$945K +$28.5K +814 +3%
T
31
TRUADVICE
Florida
$911K +$23.4K +660 +3%
Stifel Financial
32
Stifel Financial
Missouri
$873K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$830K -$79.1K -2,256 -9%
AWS
34
Atria Wealth Solutions
New York
$797K +$218K +6,219 +38%
IWP
35
Innova Wealth Partners
Pennsylvania
$680K +$369K +10,530 +119%
FAIM
36
Financial Advocates Investment Management
Washington
$646K +$80.2K +2,288 +14%
EF
37
Empirical Finance
Pennsylvania
$633K -$1.65M -47,194 -72%
PFS
38
Prospera Financial Services
Texas
$583K -$313K -8,916 -35%
WWM
39
Western Wealth Management
Colorado
$537K -$70.2K -2,001 -12%
AA
40
ACT Advisors
North Carolina
$537K -$15M -426,702 -97%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$444K -$99.9K -2,851 -18%
Truist Financial
42
Truist Financial
North Carolina
$400K -$15.3K -435 -4%
FFG
43
Ford Financial Group
California
$344K -$731K -20,863 -68%
CA
44
Cetera Advisors
Colorado
$339K -$35.5K -1,013 -9%
Millennium Management
45
Millennium Management
New York
$339K +$339K +9,682 New
SF
46
Safeguard Financial
Wisconsin
$319K +$17.7K +504 +6%
AW
47
Avion Wealth
Texas
$317K – – –
SWM
48
SFG Wealth Management
Maryland
$299K +$299K +8,526 New
SCI
49
Stableford Capital II
Arizona
$279K +$279K +8,597 New
FA
50
Fiducient Advisors
Illinois
$272K -$260K -7,417 -49%
1
2
3 4