WisdomTree US Efficient Core Fund
NTSX
74 hedge funds and large institutions have $684M 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, 27 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more capital invested
Capital invested by funds: $679M → $684M (+$4.5M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
3% less funds holding
Funds holding: 76 → 74 (-2)
3.32% less ownership
Funds ownership: 66.61% → 63.29% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$5.07M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$4.99M |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$2.46M |
| 4 |
Jane Street
New York
|
+$2.41M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$6.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.42M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.4M |
| 4 |
LA
LM Advisors
San Diego,
California
|
-$1.47M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
76
LM Advisors
San Diego,
California
| – | -$1.47M | -34,777 | Closed |
|
|
AWS
77
Atria Wealth Solutions
New York
| – | -$1.23M | -29,097 | Closed |
|
|
BWM
78
BlackDiamond Wealth Management
New York
| – | -$721K | -17,070 | Closed |
|
79
MML Investors Services
Springfield,
Massachusetts
| – | -$625K | -14,794 | Closed |
|
|
TFG
80
Team Financial Group
Temecula,
California
| – | -$209K | -4,961 | Closed |
|
|
M
81
MOTCO
San Antonio,
Texas
| – | -$20.8K | -492 | Closed |
|
82
First Manhattan
New York
| – | -$19.4K | -460 | Closed |
|
|
OIA
83
Optimum Investment Advisors
Chicago,
Illinois
| – | -$4.22K | -100 | Closed |
|
|
AF
84
Allworth Financial
Folsom,
California
| – | -$42 | -1 | Closed |
|
NTSX Hedge Fund Activity: Q2 2024 in Review
74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2024, worth a combined $684M — up 0.66% from $679M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NTSX positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 27 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.07M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $6.08M sold.
- 74 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2024, down from 76 in Q1 2024.
- Funds reported $684M of WisdomTree US Efficient Core Fund stock for Q2 2024, up 0.66% quarter-over-quarter.
- 11 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest WisdomTree US Efficient Core Fund buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $5.07M added.
- The largest WisdomTree US Efficient Core Fund seller in Q2 2024 was Toronto Dominion Bank, an estimated $6.08M sold.
Based on aggregated 13F filings for Q2 2024.