WisdomTree US Efficient Core Fund
NTSX
76 hedge funds and large institutions have $679M invested in WisdomTree US Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $615M → $679M (+$64.6M)
3% more funds holding
Funds holding: 74 → 76 (+2)
0.79% more ownership
Funds ownership: 65.82% → 66.61% (+0.79%)
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21.3M |
| 2 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$9.15M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.59M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$7.31M |
| 5 |
CWM
CIBC World Markets
New York
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.3M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$12.8M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.67M |
| 4 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$2.87M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $42 | +$41 | +1 | New |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$958K | -24,386 | Closed |
|
|
VWM
78
Venturi Wealth Management
Austin,
Texas
| – | -$943K | -24,000 | Closed |
|
79
Jane Street
New York
| – | -$603K | -15,342 | Closed |
|
|
FHA
80
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$299K | -7,613 | Closed |
|
|
IWC
81
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$237K | -6,025 | Closed |
|
|
PWM
82
Perigon Wealth Management
San Francisco,
California
| – | -$222K | -5,650 | Closed |
|
83
Wells Fargo
San Francisco,
California
| – | -$17K | -432 | Closed |
|
NTSX Hedge Fund Activity: Q1 2024 in Review
76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2024, worth a combined $679M — up 11% from $615M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 28 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $21.3M. The largest seller was AE Wealth Management, cutting an estimated $14.3M.
- 76 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2024, up from 74 in Q4 2023.
- Funds reported $679M of WisdomTree US Efficient Core Fund stock for Q1 2024, up 11% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2024 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.3M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2024 was AE Wealth Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2024.