NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

75 hedge funds and large institutions have $679M invested in WisdomTree US Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
8
Increased
28
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.6M
2
PFA
2
Professional Financial Advisors
Nebraska
$18M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$11.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M
5
CWM
5
CIBC World Markets
New York
$4.03M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$630K
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$6.08M
3
PAG
3
Private Advisor Group
New Jersey
$3.95M
4
PIA
4
Perennial Investment Advisors
California
$8.59M
5
RA
5
Rational Advisors
New York
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
51
Avion Wealth
Texas
$414K – – –
KPWS
52
Kestra Private Wealth Services
Texas
$372K +$372K +8,804 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$338K – – –
OAJ
54
Ogorek Anthony Joseph
New York
$304K +$675 +16 +0.2%
NPI
55
New Perspectives Inc
Mississippi
$282K +$282K +6,668 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$265K -$90.6K -2,145 -25%
PTC
57
Private Trust Company
Ohio
$232K +$28.8K +683 +14%
Morgan Stanley
58
Morgan Stanley
New York
$221K -$156K -3,702 -41%
TFG
59
Team Financial Group
California
$209K +$15.2K +361 +8%
CPA
60
Cardiff Park Advisors
California
$169K -$3.67K -87 -2%
HI
61
Harbour Investments
Wisconsin
$165K +$11.6K +275 +8%
AWM
62
Avior Wealth Management
Nebraska
$28.9K +$28.9K +685 New
M
63
MOTCO
Texas
$20.8K – – –
First Manhattan
64
First Manhattan
New York
$19.4K – – –
GWM
65
Geneos Wealth Management
Colorado
$17.1K +$42 +1 +0.2%
JWM
66
Janiczek Wealth Management
Colorado
$15.2K – – –
C
67
Covestor
United Kingdom
$5K -$242 -6 -5%
SAM
68
Smartleaf Asset Management
Massachusetts
$4.9K – – –
OIA
69
Optimum Investment Advisors
Illinois
$4.22K – – –
FFA
70
Frazier Financial Advisors
Ohio
$2.96K – – –
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$1.6K – – –
WAG
72
Wiser Advisor Group
Arizona
$169 +$169 +4 New
TRCT
73
Tower Research Capital (TRC)
New York
$127 – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$84 -$4.28K -102 -98%
AF
75
Allworth Financial
California
$42 +$42 +1 New
1 2
3
4