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WisdomTree US Efficient Core Fund
NTSX

74 hedge funds and large institutions have $615M invested in WisdomTree US Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more capital invested

Capital invested by funds: $539M → $615M (+$75.8M)

14% more funds holding

Funds holding: 65 → 74 (+9)

0.9% less ownership

Funds ownership: 66.72% → 65.82% (-0.9%)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
32
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.13M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.48M
4
LPL Financial
LPL Financial
California
+$3.11M
5
AWM
AE Wealth Management
Kansas
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$24.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$3.54M
3
HHGA
Halbert Hargrove Global Advisors
California
-$1.56M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.03M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.94M +$203K +5,562 +13%
LEFP
27
Leading Edge Financial Planning
Tennessee
$1.83M -$142K -3,905 -8%
BWM
28
BlackDiamond Wealth Management
New York
$1.44M +$438 +12 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M +$82.1K +2,250 +7%
BAM
30
Belpointe Asset Management
Nevada
$1.23M +$1.14M +31,272 New
IWS
31
Insight Wealth Strategies
California
$1.15M +$47.9K +1,314 +5%
SS
32
Sunbelt Securities
Texas
$1.14M -$232K -6,365 -18%
AWS
33
Atria Wealth Solutions
New York
$1.09M +$98.9K +2,711 +11%
HA
34
Herold Advisors
New York
$1.07M – – –
Stifel Financial
35
Stifel Financial
Missouri
$989K +$8.1K +222 +0.9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$958K +$889K +24,386 New
VWM
37
Venturi Wealth Management
Texas
$943K +$875K +24,000 New
IWM
38
IHT Wealth Management
Illinois
$928K +$861K +23,616 New
FAIM
39
Financial Advocates Investment Management
Washington
$886K +$92.4K +2,535 +13%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$847K -$34.6K -948 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$840K -$275K -7,553 -26%
IWP
42
Innova Wealth Partners
Pennsylvania
$756K -$21.3K -585 -3%
EF
43
Empirical Finance
Pennsylvania
$709K +$73 +2 +0%
AA
44
ACT Advisors
North Carolina
$708K +$85.4K +2,341 +15%
CWM
45
CIBC World Markets
New York
$633K +$27.9K +765 +5%
Jane Street
46
Jane Street
New York
$603K +$559K +15,342 New
WWM
47
Western Wealth Management
Colorado
$555K -$1.46K -40 -0.3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$491K – – –
SF
49
Safeguard Financial
Wisconsin
$451K +$13.4K +367 +3%
AW
50
Avion Wealth
Texas
$384K – – –
1
2
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NTSX Hedge Fund Activity: Q4 2023 in Review

74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2023, worth a combined $615M — up 14% from $539M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NTSX positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $24.9M.

  • 74 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $615M of WisdomTree US Efficient Core Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $6.45M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2023 was Osaic Holdings, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2023.