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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

88 hedge funds and large institutions have $726M invested in WisdomTree US Efficient Core Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
26
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$9.75M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$54.3M
5
KAS
5
Kestra Advisory Services
Texas
$3.55M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.2M
2
RA
2
Rational Advisors
New York
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$836K
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$247K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
AmeriFlex Group
Nevada
$561K +$561K +11,642 New
SF
52
Safeguard Financial
Wisconsin
$540K -$47.3K -1,014 -8%
BL
53
Balentine LLC
Georgia
$494K +$494K +10,588 New
WPC
54
Wedmont Private Capital
Pennsylvania
$463K – – –
AW
55
Avion Wealth
Texas
$456K – – –
JWCA
56
J.W. Cole Advisors
Florida
$438K -$5.46K -117 -1%
IWM
57
IHT Wealth Management
Illinois
$385K -$684K -14,650 -64%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$375K +$1.45K +31 +0.4%
AWP
59
Astra Wealth Partners
New Jersey
$347K +$347K +7,425 New
T
60
Transce3nd
Texas
$311K +$311K +6,653 New
MPW
61
Magnolia Private Wealth
Pennsylvania
$284K +$284K +6,086 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$265K -$327 -7 -0.1%
HI
63
Harbour Investments
Wisconsin
$260K +$55.6K +1,191 +27%
UAG
64
United Advisor Group
Ohio
$259K +$259K +5,539 New
BWP
65
Baldwin Wealth Partners
Massachusetts
$247K -$1.89M -40,520 -88%
RIM
66
RW Investment Management
Idaho
$242K +$242K +5,178 New
BWMG
67
Barnes Wealth Management Group
California
$225K +$225K +4,813 New
PTC
68
Private Trust Company
Ohio
$223K -$42.1K -901 -16%
PWM
69
Perigon Wealth Management
California
$214K -$5.47K -116 -2%
GSC
70
Ground Swell Capital
South Carolina
$203K +$203K +4,347 New
CPA
71
Cardiff Park Advisors
California
$189K – – –
SIM
72
Synergy Investment Management
Florida
$122K +$122K +2,606 New
FWM
73
FLP Wealth Management
Arkansas
$53.1K +$53.1K +1,137 New
GRP
74
Global Retirement Partners
California
$43.3K +$187 +4 +0.4%
AWM
75
Avior Wealth Management
Nebraska
$19.5K – – –
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