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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

88 hedge funds and large institutions have $726M invested in WisdomTree US Efficient Core Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
26
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.7M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$9.75M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$54.3M
5
KAS
5
Kestra Advisory Services
Texas
$3.55M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.2M
2
RA
2
Rational Advisors
New York
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$836K
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$247K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$19.1K +$93 +2 +0.5%
IA
77
IFP Advisors
Florida
$14K – – –
OAJ
78
Ogorek Anthony Joseph
New York
$10K -$158K -3,579 -94%
C
79
Covestor
United Kingdom
$6K +$1.02K +20 +20%
SAM
80
Smartleaf Asset Management
Massachusetts
$5.65K – – –
CFB
81
Cullen/Frost Bankers
Texas
$4.39K +$4.39K +94 New
Simplex Trading
82
Simplex Trading
Illinois
$4K – – –
FFA
83
Frazier Financial Advisors
Ohio
$3.3K – – –
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$1.77K – – –
IWM
85
IMG Wealth Management
Florida
$1.03K +$1.03K +22 New
WAG
86
Wiser Advisor Group
Arizona
$896 – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$327 +$234 +5 +250%
TRCT
88
Tower Research Capital (TRC)
New York
$140 – – –
EF
89
Empirical Finance
Pennsylvania
– -$848K -18,050 Closed
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
– -$617K -13,134 Closed
CW
91
CreativeOne Wealth
Kansas
– -$526K -11,199 Closed
NPI
92
New Perspectives Inc
Mississippi
– -$313K -6,668 Closed
GVAG
93
Great Valley Advisor Group
Delaware
– -$279K -5,945 Closed
AWA
94
Authentikos Wealth Advisory
California
– -$94K -2,001 Closed
NCM
95
Northwest Capital Management
Oregon
– -$4.61K -98 Closed
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