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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

96 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.3M
3
LPL Financial
LPL Financial
California
$23.7M
4
PFA
Professional Financial Advisors
Nebraska
$23.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.9M
2
RA
Rational Advisors
New York
$39M
3
PIA
Perennial Investment Advisors
California
$6.54M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22M
5
OWA
ORBA Wealth Advisors
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.86M +$779K +15,560 +72%
Morgan Stanley
27
Morgan Stanley
New York
$1.8M +$820K +16,375 +84%
OWA
28
ORBA Wealth Advisors
Illinois
$1.69M -$1.97M -39,281 -54%
MCM
29
Morton Capital Management
California
$1.64M +$5.11K +102 +0.3%
AFP
30
Ausdal Financial Partners
Iowa
$1.57M +$31.8K +635 +2%
IWS
31
Insight Wealth Strategies
California
$1.55M -$84.9K -1,700 -5%
FAIM
32
Financial Advocates Investment Management
Washington
$1.45M -$6.26K -125 -0.4%
HA
33
Herold Advisors
New York
$1.35M – – –
IWP
34
Innova Wealth Partners
Pennsylvania
$1.19M -$13.4K -267 -1%
BAM
35
Belpointe Asset Management
Nevada
$1.18M -$355K -7,091 -23%
AWM
36
Accurate Wealth Management
Florida
$1.17M -$149K -2,967 -11%
GSWM
37
Golden State Wealth Management
California
$1.16M +$61.6K +1,231 +6%
SC
38
Sierra Capital
Florida
$1.07M – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.06M +$150 +3 +0%
RFG
40
REAP Financial Group
Texas
$929K -$60.3K -1,204 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$879K +$57.8K +1,155 +7%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$838K -$17.2K -344 -2%
NA
43
NewEdge Advisors
Louisiana
$806K -$132K -2,639 -14%
AA
44
ACT Advisors
North Carolina
$797K -$10.3K -205 -1%
SS
45
Sunbelt Securities
Texas
$769K -$1.35K -29 -0.2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$661K – – –
MFG
47
Merit Financial Group
Georgia
$635K +$635K +12,695 New
WWM
48
Western Wealth Management
Colorado
$635K +$35.4K +707 +6%
NL
49
NDWM LLC
California
$618K -$74.1K -1,481 -11%
WIM
50
WealthPlan Investment Management
Nebraska
$591K +$591K +11,799 New
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