NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

73 hedge funds and large institutions have $438M invested in WisdomTree US Efficient Core Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
9
Increased
26
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$193M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.3M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$12.6M
4
OIA
4
OneDigital Investment Advisors
Kansas
$13M
5
CAN
5
Cetera Advisor Networks
California
$6.19M

Top Sellers

1
SFC
1
SYM Financial Corp
Indiana
$25.7K
2
CA
2
Cetera Advisors
Colorado
$347K
3
RF
3
RHS Financial
California
$3.05M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.23M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Safeguard Financial
Wisconsin
$279K +$279K +8,597 New
Osaic Holdings
52
Osaic Holdings
Arizona
$218K -$1.75K -54 -0.8%
Morgan Stanley
53
Morgan Stanley
New York
$173K -$29.3K -903 -14%
LS
54
Leelyn Smith
Illinois
$164K +$152K +5,043 +1,303%
EE
55
EWG Elevate
California
$134K +$134K +4,124 New
ASN
56
Advisory Services Network
Georgia
$116K -$98.9K -3,047 -46%
PTC
57
Private Trust Company
Ohio
$96K – – –
HI
58
Harbour Investments
Wisconsin
$84.6K -$9.09K -280 -10%
M
59
MOTCO
Texas
$63.9K – – –
IA
60
IFP Advisors
Florida
$38K -$271K -10,560 -88%
SFC
61
SYM Financial Corp
Indiana
$25.7K -$48.5M -1,495,087 -100%
SFG
62
Steward Financial Group
Texas
$23K +$23K +731 New
First Manhattan
63
First Manhattan
New York
$14.9K – – –
GWM
64
Geneos Wealth Management
Colorado
$12.9K – – –
JWM
65
Janiczek Wealth Management
Colorado
$9.53K +$3.8K +112 +66%
C
66
Covestor
United Kingdom
$6K +$130 +4 +2%
BlackRock
67
BlackRock
New York
$3.96K – – –
UBS Group
68
UBS Group
Switzerland
$3.6K +$2.86K +88 +383%
OIA
69
Optimum Investment Advisors
Illinois
$3.25K – – –
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$2.79K +$1.4K +43 +100%
PAG
71
Private Advisor Group
New Jersey
$405 -$68 -2,092 -14%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$195 -$1.07K -33 -85%
GWAG
73
Garrett Wealth Advisory Group
Texas
– -$797K -26,066 Closed
WCP
74
Wick Capital Partners
Pennsylvania
– -$386K -12,609 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– -$247K -8,071 Closed
1 2
3
4