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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

73 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
26
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.1M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$268M
3
AWM
3
Accurate Wealth Management
Florida
$2.65M
4
Jane Street
4
Jane Street
New York
$2.51M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$46.2M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.03M
4
LA
4
LM Advisors
California
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
– -$1.23M -29,097 Closed
BWM
77
BlackDiamond Wealth Management
New York
– -$721K -17,070 Closed
MML Investors Services
78
MML Investors Services
Massachusetts
– -$625K -14,794 Closed
TFG
79
Team Financial Group
California
– -$209K -4,961 Closed
M
80
MOTCO
Texas
– -$20.8K -492 Closed
First Manhattan
81
First Manhattan
New York
– -$19.4K -460 Closed
OIA
82
Optimum Investment Advisors
Illinois
– -$4.22K -100 Closed
AF
83
Allworth Financial
California
– -$42 -1 Closed
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