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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

75 hedge funds and large institutions have $679M invested in WisdomTree US Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
8
Increased
28
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.6M
2
PFA
2
Professional Financial Advisors
Nebraska
$18M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$11.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M
5
CWM
5
CIBC World Markets
New York
$4.03M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$630K
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$6.08M
3
PAG
3
Private Advisor Group
New Jersey
$3.95M
4
PIA
4
Perennial Investment Advisors
California
$8.59M
5
RA
5
Rational Advisors
New York
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KLR Investment Advisors
Rhode Island
$2.12M -$391K -9,738 -16%
RFG
27
REAP Financial Group
Texas
$2.04M -$552K -13,063 -21%
GM
28
GeoWealth Management
Illinois
$1.88M +$1.88M +44,614 New
BAM
29
Belpointe Asset Management
Nevada
$1.64M +$320K +7,587 +24%
LA
30
LM Advisors
California
$1.47M +$1.47M +34,777 New
LEFP
31
Leading Edge Financial Planning
Tennessee
$1.28M -$684K -16,200 -35%
AWS
32
Atria Wealth Solutions
New York
$1.23M +$57.6K +1,365 +5%
IWS
33
Insight Wealth Strategies
California
$1.21M -$31K -735 -3%
HA
34
Herold Advisors
New York
$1.14M – – –
SS
35
Sunbelt Securities
Texas
$1.11M -$112K -2,652 -9%
Stifel Financial
36
Stifel Financial
Missouri
$1.03M -$29.1K -690 -3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.02M -$494K -11,690 -33%
FAIM
38
Financial Advocates Investment Management
Washington
$986K +$34.1K +807 +4%
IWP
39
Innova Wealth Partners
Pennsylvania
$973K +$160K +3,799 +20%
IWM
40
IHT Wealth Management
Illinois
$901K -$96.3K -2,281 -10%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$893K -$17.3K -410 -2%
AA
42
ACT Advisors
North Carolina
$776K +$15.2K +360 +2%
EF
43
Empirical Finance
Pennsylvania
$762K +$42 +1 +0%
BWM
44
BlackDiamond Wealth Management
New York
$721K -$783K -18,545 -52%
CA
45
Cetera Advisors
Colorado
$704K +$471K +11,150 +202%
AWM
46
AE Wealth Management
Kansas
$630K -$14.8M -350,633 -96%
MML Investors Services
47
MML Investors Services
Massachusetts
$625K -$278K -6,572 -31%
WWM
48
Western Wealth Management
Colorado
$593K -$3.55K -84 -0.6%
SF
49
Safeguard Financial
Wisconsin
$486K +$1.23K +29 +0.3%
JWCA
50
J.W. Cole Advisors
Florida
$457K +$457K +10,818 New
1
2
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