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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

74 hedge funds and large institutions have $615M invested in WisdomTree US Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
32
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.43M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.83M
4
LPL Financial
4
LPL Financial
California
$14.6M
5
AWM
5
AE Wealth Management
Kansas
$14.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$32.1M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$237K
3
HHGA
3
Halbert Hargrove Global Advisors
California
$236M
4
OIA
4
OneDigital Investment Advisors
Kansas
$27.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$351K +$200K +5,091 +133%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$331K -$27.6K -701 -8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$314K +$314K +8,000 New
FHA
54
Flagship Harbor Advisors
Massachusetts
$299K +$9.83K +250 +3%
OAJ
55
Ogorek Anthony Joseph
New York
$282K -$39.2K -999 -12%
IWC
56
Integrated Wealth Concepts
Massachusetts
$237K -$3.82M -97,188 -94%
PWM
57
Perigon Wealth Management
California
$222K +$222K +5,650 New
CA
58
Cetera Advisors
Colorado
$217K +$217K +5,529 New
PTC
59
Private Trust Company
Ohio
$189K +$22.2K +564 +13%
TFG
60
Team Financial Group
California
$181K +$14.2K +362 +9%
CPA
61
Cardiff Park Advisors
California
$161K +$161K +4,087 New
HI
62
Harbour Investments
Wisconsin
$143K – – –
M
63
MOTCO
Texas
$19.3K – – –
First Manhattan
64
First Manhattan
New York
$18.1K – – –
Wells Fargo
65
Wells Fargo
California
$17K -$590 -15 -3%
GWM
66
Geneos Wealth Management
Colorado
$15.9K +$39 +1 +0.2%
JWM
67
Janiczek Wealth Management
Colorado
$14.2K – – –
C
68
Covestor
United Kingdom
$5K +$154 +4 +3%
SAM
69
Smartleaf Asset Management
Massachusetts
$4.57K +$4.57K +115 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$4.09K +$3.62K +92 +767%
OIA
71
Optimum Investment Advisors
Illinois
$3.93K – – –
FFA
72
Frazier Financial Advisors
Ohio
$2.75K +$2.75K +70 New
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$1.48K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$118 – – –
TC
75
TownSquare Capital
Utah
– -$475K -13,595 Closed
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