WisdomTree US Efficient Core Fund
NTSX
65 hedge funds and large institutions have $539M invested in WisdomTree US Efficient Core Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
4.25% more ownership
Funds ownership: 62.47% → 66.72% (+4.2%)
1% more capital invested
Capital invested by funds: $533M → $539M (+$5.36M)
0% more funds holding
Funds holding: 65 → 65 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.8M |
| 3 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$4.25M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.99M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$9.79M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$5.14M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$464K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
-$273K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$255K |
NTSX Hedge Fund Activity: Q3 2023 in Review
65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2023, worth a combined $539M — up 1% from $533M a quarter earlier.
Fund positioning in NTSX was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 30 added to existing stakes and 17 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $26.8M. The largest seller was Ogorek Anthony Joseph, cutting an estimated $9.79M.
- 65 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $539M of WisdomTree US Efficient Core Fund stock for Q3 2023, up 1% quarter-over-quarter.
- 5 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2023 was Osaic Holdings, an estimated $26.8M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2023 was Ogorek Anthony Joseph, an estimated $9.79M sold.
Based on aggregated 13F filings for Q3 2023.