WisdomTree US Efficient Core Fund
NTSX
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.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more capital invested
Capital invested by funds: $539M → $615M (+$75.8M)
14% more funds holding
Funds holding: 65 → 74 (+9)
0.9% less ownership
Funds ownership: 66.72% → 65.82% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.45M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.13M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.48M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.11M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.9M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.54M |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.56M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.03M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$542K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
76
Prospera Financial Services
Dallas,
Texas
| – | -$292K | -8,345 | Closed |
|
|
AWA
77
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$70K | -2,001 | Closed |
|
78
UBS Group
Zurich,
Switzerland
| – | -$47.7K | -1,365 | Closed |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| – | -$35 | -1 | Closed |
|
NTSX Hedge Fund Activity: Q4 2023 in Review
74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2023, worth a combined $615M — up 14% from $539M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NTSX positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $24.9M.
- 74 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2023, up from 65 in Q3 2023.
- Funds reported $615M of WisdomTree US Efficient Core Fund stock for Q4 2023, up 14% quarter-over-quarter.
- 15 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2023 and 5 closed out, a net change of +10 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $6.45M added.
- The largest WisdomTree US Efficient Core Fund seller in Q4 2023 was Osaic Holdings, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2023.