WisdomTree US Efficient Core Fund
NTSX
76 hedge funds and large institutions have $735M invested in WisdomTree US Efficient Core Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $684M → $735M (+$51.1M)
3% more funds holding
Funds holding: 74 → 76 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.74% less ownership
Funds ownership: 63.29% → 62.55% (-0.74%)
31% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.16M |
| 3 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$2.07M |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$1.57M |
| 5 |
SC
Sierra Capital
Miami,
Florida
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$4.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.39M |
| 3 |
NL
NDWM LLC
La Jolla,
California
|
-$2.88M |
| 4 |
Jane Street
New York
|
-$2.51M |
| 5 |
WI
WJ Interests
Sugar Land,
Texas
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $94 | -$45 | -1 | -33% |
|
|
77
Jane Street
New York
| – | -$2.51M | -57,099 | Closed |
|
|
GM
78
GeoWealth Management
Chicago,
Illinois
| – | -$1.5M | -34,150 | Closed |
|
|
IWP
79
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$997K | -22,709 | Closed |
|
80
UBS Group
Zurich,
Switzerland
| – | -$46.9K | -1,067 | Closed |
|
|
MG
81
Mather Group
Chicago,
Illinois
| – | -$1.96K | -46 | Closed |
|
NTSX Hedge Fund Activity: Q3 2024 in Review
76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2024, worth a combined $735M — up 7.5% from $684M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 32 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.7M. The largest seller was Rational Advisors, cutting an estimated $4.41M.
- 76 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2024, up from 74 in Q2 2024.
- Funds reported $735M of WisdomTree US Efficient Core Fund stock for Q3 2024, up 7.5% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2024 and 5 closed out, a net change of +4 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $3.7M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2024 was Rational Advisors, an estimated $4.41M sold.
Based on aggregated 13F filings for Q3 2024.