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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

65 hedge funds and large institutions have $533M invested in WisdomTree US Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
5
Increased
27
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28.6M
2
RA
2
Rational Advisors
New York
$51.3M
3
PFA
3
Professional Financial Advisors
Nebraska
$6.49M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$25.3M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$223M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.65M
2
LPL Financial
2
LPL Financial
California
$9.91M
3
WI
3
WJ Interests
Texas
$32.2M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$111K +$11.1K +300 +11%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$61.6K +$61.6K +1,662 New
PCM
53
Penserra Capital Management
California
$20K +$20K +546 New
M
54
MOTCO
Texas
$18.2K -$38.1K -1,027 -68%
First Manhattan
55
First Manhattan
New York
$17.1K – – –
GWM
56
Geneos Wealth Management
Colorado
$14.9K +$37 +1 +0.3%
JWM
57
Janiczek Wealth Management
Colorado
$13.4K -$297 -8 -2%
SFC
58
SYM Financial Corp
Indiana
$7.71K – – –
UBS Group
59
UBS Group
Switzerland
$7.49K +$7.49K +202 New
C
60
Covestor
United Kingdom
$6K -$275 -7 -4%
OIA
61
Optimum Investment Advisors
Illinois
$3.71K – – –
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$1.38K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$111 -$1.59K -43 -93%
TRCT
64
Tower Research Capital (TRC)
New York
$111 – – –
IA
65
IFP Advisors
Florida
$37 – – –
MCC
66
Money Concepts Capital
Florida
– -$1.18M -16,824 Closed
Truist Financial
67
Truist Financial
North Carolina
– -$400K -11,407 Closed
Millennium Management
68
Millennium Management
New York
– -$339K -9,682 Closed
SCI
69
Stableford Capital II
Arizona
– -$279K -8,597 Closed
SWM
70
SFG Wealth Management
Maryland
– -$299K -8,526 Closed
FA
71
Fiducient Advisors
Illinois
– -$272K -7,750 Closed
ASN
72
Advisory Services Network
Georgia
– -$34.1K -974 Closed
BAAM
73
Baker Avenue Asset Management
California
– -$5.26K -150 Closed
VWM
74
Venturi Wealth Management
Texas
– -$3.51K -100 Closed
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