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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

65 hedge funds and large institutions have $533M invested in WisdomTree US Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
5
Increased
27
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28.6M
2
RA
2
Rational Advisors
New York
$51.3M
3
PFA
3
Professional Financial Advisors
Nebraska
$6.49M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$25.3M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$223M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.65M
2
LPL Financial
2
LPL Financial
California
$9.91M
3
WI
3
WJ Interests
Texas
$32.2M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BlackDiamond Wealth Management
New York
$1.28M +$190K +5,007 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.24M -$25.4K -685 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.17M +$46.8K +1,264 +4%
HA
29
Herold Advisors
New York
$1M -$1.85K -50 -0.2%
IWS
30
Insight Wealth Strategies
California
$974K -$25.4K -686 -3%
AWS
31
Atria Wealth Solutions
New York
$952K +$110K +2,959 +13%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$930K -$371K -10,015 -29%
Stifel Financial
33
Stifel Financial
Missouri
$925K +$1.37K +37 +0.1%
T
34
TRUADVICE
Florida
$855K -$88.8K -2,412 -9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$836K -$41.5K -1,119 -5%
IWP
36
Innova Wealth Partners
Pennsylvania
$736K +$17.1K +462 +2%
FAIM
37
Financial Advocates Investment Management
Washington
$725K +$42K +1,133 +6%
EF
38
Empirical Finance
Pennsylvania
$669K +$37 +1 +0%
AA
39
ACT Advisors
North Carolina
$561K -$6.56K -177 -1%
PFS
40
Prospera Financial Services
Texas
$543K -$73.8K -1,990 -12%
WWM
41
Western Wealth Management
Colorado
$537K -$31.2K -842 -5%
SF
42
Safeguard Financial
Wisconsin
$395K +$58.2K +1,574 +17%
AW
43
Avion Wealth
Texas
$362K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$351K -$118K -3,190 -25%
TC
45
TownSquare Capital
Utah
$315K +$315K +8,491 New
FHA
46
Flagship Harbor Advisors
Massachusetts
$273K – – –
CA
47
Cetera Advisors
Colorado
$255K -$103K -2,789 -29%
PWM
48
Perigon Wealth Management
California
$250K -$4.04K -109 -2%
Morgan Stanley
49
Morgan Stanley
New York
$142K – – –
PTC
50
Private Trust Company
Ohio
$116K -$2.56K -69 -2%
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