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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.

New
Increased
Maintained
Reduced
Closed
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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
– -$958K -24,386 Closed
VWM
77
Venturi Wealth Management
Texas
– -$943K -24,000 Closed
Jane Street
78
Jane Street
New York
– -$603K -15,342 Closed
FHA
79
Flagship Harbor Advisors
Massachusetts
– -$299K -7,613 Closed
IWC
80
Integrated Wealth Concepts
Massachusetts
– -$237K -6,025 Closed
PWM
81
Perigon Wealth Management
California
– -$222K -5,650 Closed
Wells Fargo
82
Wells Fargo
California
– -$17K -432 Closed
1 2 3
4