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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

75 hedge funds and large institutions have $734M invested in WisdomTree US Efficient Core Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
21
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$53.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.8M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$2.15M
4
AWM
4
Accurate Wealth Management
Florida
$4.38M
5
SC
5
Sierra Capital
Florida
$1.63M

Top Sellers

1
RA
1
Rational Advisors
New York
$55.3M
2
LPL Financial
2
LPL Financial
California
$13.9M
3
NL
3
NDWM LLC
California
$707K
4
Jane Street
4
Jane Street
New York
$0
5
WI
5
WJ Interests
Texas
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
– -$2.51M -57,099 Closed
GM
77
GeoWealth Management
Illinois
– -$1.5M -34,150 Closed
IWP
78
Innova Wealth Partners
Pennsylvania
– -$997K -22,709 Closed
UBS Group
79
UBS Group
Switzerland
– -$46.9K -1,067 Closed
MG
80
Mather Group
Illinois
– -$1.96K -46 Closed
1 2 3
4