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WisdomTree US Efficient Core Fund
NTSX

90 hedge funds and large institutions have $686M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 88 → 90 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

0.67% less ownership

Funds ownership: 61.49% → 60.82% (-0.67%)

6% less capital invested

Capital invested by funds: $726M → $686M (-$40.3M)

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
32
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$2.69M
2
HBS
Howard Bailey Securities
Indiana
+$1.91M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.37M
4
Jane Street
Jane Street
New York
+$1.32M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
WI
WJ Interests
Texas
-$10.4M
2
RA
Rational Advisors
New York
-$8.3M
3
HHGA
Halbert Hargrove Global Advisors
California
-$3.09M
4
AWM
Accurate Wealth Management
Florida
-$3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
26
Insight Wealth Strategies
California
$1.49M +$2.79K +59 +0.2%
MCM
27
Morton Capital Management
California
$1.48M +$1.09K +23 +0.1%
AFP
28
Ausdal Financial Partners
Iowa
$1.39M +$68.3K +1,446 +5%
BAM
29
Belpointe Asset Management
Nevada
$1.39M -$262K -5,559 -15%
FAIM
30
Financial Advocates Investment Management
Washington
$1.32M +$149K +3,156 +12%
Jane Street
31
Jane Street
New York
$1.27M +$1.32M +27,922 New
HA
32
Herold Advisors
New York
$1.22M – – –
AWM
33
Accurate Wealth Management
Florida
$1.13M -$3M -63,530 -71%
IWP
34
Innova Wealth Partners
Pennsylvania
$1.09M +$1.04K +22 +0.1%
GSWM
35
Golden State Wealth Management
California
$997K +$143K +3,035 +16%
OMC
36
Old Mission Capital
Illinois
$978K +$1.02M +21,588 New
SC
37
Sierra Capital
Florida
$971K -$630K -13,338 -38%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$960K +$1.18K +25 +0.1%
RFG
39
REAP Financial Group
Texas
$896K -$239K -5,070 -20%
Morgan Stanley
40
Morgan Stanley
New York
$883K +$14.1K +298 +2%
NA
41
NewEdge Advisors
Louisiana
$849K -$110K -2,328 -11%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$774K +$31.7K +672 +4%
SS
43
Sunbelt Securities
Texas
$748K +$1.37K +29 +0.2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$743K +$774K +16,405 New
AA
45
ACT Advisors
North Carolina
$731K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$648K -$170K -3,595 -20%
NL
47
NDWM LLC
California
$627K -$57.4K -1,217 -8%
SF
48
Safeguard Financial
Wisconsin
$600K +$79.3K +1,680 +15%
Corient Private Wealth
49
Corient Private Wealth
Florida
$598K – – –
WWM
50
Western Wealth Management
Colorado
$542K -$8.35K -177 -1%
1
2
3 4

NTSX Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2025, worth a combined $686M — down 5.5% from $726M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NTSX positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $2.69M. The largest seller was WJ Interests, cutting an estimated $10.4M.

  • 90 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2025, up from 88 in Q4 2024.
  • Funds reported $686M of WisdomTree US Efficient Core Fund stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2025 and 10 closed out, a net change of +3 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2025 was AQR Capital Management, an estimated $2.69M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2025 was WJ Interests, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2025.