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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

96 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.3M
3
LPL Financial
LPL Financial
California
$23.7M
4
PFA
Professional Financial Advisors
Nebraska
$23.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.9M
2
RA
Rational Advisors
New York
$39M
3
PIA
Perennial Investment Advisors
California
$6.54M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22M
5
OWA
ORBA Wealth Advisors
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$196K +$126K +2,525 +181%
TFG
77
Team Financial Group
California
$184K +$184K +3,680 New
GRP
78
Global Retirement Partners
California
$67.4K +$67.4K +1,346 New
SAM
79
Smartleaf Asset Management
Massachusetts
$67.3K -$23.2K -467 -26%
CA
80
CoreCap Advisors
Michigan
$66.7K – – –
Raymond James Financial
81
Raymond James Financial
Florida
$59.2K +$59.2K +1,183 New
CAM
82
Costello Asset Management
Pennsylvania
$45.1K -$501 -10 -1%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$43.8K – – –
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$32K +$32K +639 New
EWM
85
Evolution Wealth Management
Florida
$30K +$30K +600 New
SFC
86
SYM Financial Corp
Indiana
$23.5K -$6.21K -124 -21%
IA
87
IFP Advisors
Florida
$20.2K +$5.21K +104 +35%
GWM
88
Geneos Wealth Management
Colorado
$19.3K -$21.8K -435 -53%
CA
89
Crewe Advisors
Utah
$11.4K +$11.4K +227 New
WCM
90
WealthTrak Capital Management
Virginia
$9.26K +$2.05K +41 +28%
Wells Fargo
91
Wells Fargo
California
$8.11K +$8.11K +162 New
Simplex Trading
92
Simplex Trading
Illinois
$7K +$7K +140 New
C
93
Covestor
United Kingdom
$5K – – –
FFA
94
Frazier Financial Advisors
Ohio
$3.51K – – –
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$1.91K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$651 +$601 +12 +1,200%
Stifel Financial
97
Stifel Financial
Missouri
– -$526K -11,600 Closed
SIM
98
Synergy Investment Management
Florida
– -$118K -2,608 Closed
TFA
99
Toth Financial Advisory
Virginia
– -$11.4K -251 Closed
OAJ
100
Ogorek Anthony Joseph
New York
– -$10K -227 Closed
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