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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

90 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
31
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$2.58M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.32M
3
Jane Street
Jane Street
New York
+$1.27M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.19M
5
OMC
Old Mission Capital
Illinois
+$978K

Top Sellers

1
WI
WJ Interests
Texas
-$9.96M
2
RA
Rational Advisors
New York
-$7.97M
3
HHGA
Halbert Hargrove Global Advisors
California
-$2.96M
4
AWM
Accurate Wealth Management
Florida
-$2.75M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
26
Insight Wealth Strategies
California
$1.49M +$2.67K +59 +0.2%
MCM
27
Morton Capital Management
California
$1.48M +$1.04K +23 +0.1%
AFP
28
Ausdal Financial Partners
Iowa
$1.39M +$65.5K +1,446 +5%
BAM
29
Belpointe Asset Management
Nevada
$1.39M -$252K -5,559 -15%
FAIM
30
Financial Advocates Investment Management
Washington
$1.32M +$143K +3,156 +12%
Jane Street
31
Jane Street
New York
$1.27M +$1.27M +27,922 New
HA
32
Herold Advisors
New York
$1.22M – – –
AWM
33
Accurate Wealth Management
Florida
$1.13M -$2.75M -63,530 -71%
IWP
34
Innova Wealth Partners
Pennsylvania
$1.09M +$997 +22 +0.1%
GSWM
35
Golden State Wealth Management
California
$997K +$138K +3,035 +16%
OMC
36
Old Mission Capital
Illinois
$978K +$978K +21,588 New
SC
37
Sierra Capital
Florida
$971K -$604K -13,338 -38%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$960K +$1.13K +25 +0.1%
RFG
39
REAP Financial Group
Texas
$896K -$230K -5,070 -20%
Morgan Stanley
40
Morgan Stanley
New York
$883K +$13.5K +298 +2%
NA
41
NewEdge Advisors
Louisiana
$849K -$105K -2,328 -11%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$774K +$30.4K +672 +4%
SS
43
Sunbelt Securities
Texas
$748K +$1.31K +29 +0.2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$743K +$743K +16,405 New
AA
45
ACT Advisors
North Carolina
$731K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$648K -$163K -3,595 -20%
NL
47
NDWM LLC
California
$627K -$55.1K -1,217 -8%
SF
48
Safeguard Financial
Wisconsin
$600K +$76.1K +1,680 +15%
Corient Private Wealth
49
Corient Private Wealth
Florida
$598K – – –
WWM
50
Western Wealth Management
Colorado
$542K -$8.02K -177 -1%
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