NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

88 hedge funds and large institutions have $726M invested in WisdomTree US Efficient Core Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
26
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$9.75M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$54.3M
5
KAS
5
Kestra Advisory Services
Texas
$3.55M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.2M
2
RA
2
Rational Advisors
New York
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$836K
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$247K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
LEFP
26
Leading Edge Financial Planning
Tennessee
$1.74M -$7.8K -167 -0.4%
BAM
27
Belpointe Asset Management
Nevada
$1.66M – – –
SC
28
Sierra Capital
Florida
$1.62M – – –
IWS
29
Insight Wealth Strategies
California
$1.53M +$184K +3,943 +14%
MCM
30
Morton Capital Management
California
$1.52M +$5.56K +119 +0.4%
AFP
31
Ausdal Financial Partners
Iowa
$1.37M -$22.1K -473 -2%
IAA
32
Independent Advisor Alliance
North Carolina
$1.3M +$1.3M +27,775 New
HA
33
Herold Advisors
New York
$1.26M – – –
Stifel Financial
34
Stifel Financial
Missouri
$1.23M -$2.71K -58 -0.2%
FAIM
35
Financial Advocates Investment Management
Washington
$1.21M +$44.2K +947 +4%
RFG
36
REAP Financial Group
Texas
$1.16M -$207K -4,431 -15%
IWP
37
Innova Wealth Partners
Pennsylvania
$1.12M +$1.12M +24,000 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$988K -$167K -3,567 -14%
NA
39
NewEdge Advisors
Louisiana
$983K +$983K +21,060 New
Morgan Stanley
40
Morgan Stanley
New York
$896K +$441K +9,443 +97%
GSWM
41
Golden State Wealth Management
California
$886K +$886K +18,979 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$836K -$1.91M -40,893 -70%
SS
43
Sunbelt Securities
Texas
$776K -$19.3K -409 -2%
OPWM
44
Oregon Pacific Wealth Management
Oregon
$766K +$766K +16,411 New
AA
45
ACT Advisors
North Carolina
$753K -$56K -1,199 -7%
NL
46
NDWM LLC
California
$702K +$140 +3 +0%
AWM
47
AE Wealth Management
Kansas
$628K +$34.1K +731 +6%
Corient Private Wealth
48
Corient Private Wealth
Florida
$616K +$383K +8,200 +164%
KPWS
49
Kestra Private Wealth Services
Texas
$574K +$7.94K +170 +1%
WWM
50
Western Wealth Management
Colorado
$567K -$22.5K -481 -4%
1
2
3 4