WisdomTree US Efficient Core Fund
NTSX
95 hedge funds and large institutions have $756M invested in WisdomTree US Efficient Core Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 12 closing their positions.
1% more capital invested
Capital invested by funds: $748M → $756M (+$7.62M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.2% less ownership
Funds ownership: 62.04% → 59.83% (-2.2%)
3% less funds holding
Funds holding: 98 → 95 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
21% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.39M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.61M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.18M |
| 4 |
Morgan Stanley
New York
|
+$1.75M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$27.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.93M |
| 3 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$5.13M |
| 4 |
WI
WJ Interests
Sugar Land,
Texas
|
-$4.67M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$309K | -6,168 | Closed |
|
|
T
102
Transce3nd
Kyle,
Texas
| – | -$271K | -5,406 | Closed |
|
|
TAP
103
Tounjian Advisory Partners
Fort Myers,
Florida
| – | -$231K | -5,110 | Closed |
|
104
Raymond James Financial
St Petersburg,
Florida
| – | -$59.2K | -1,183 | Closed |
|
|
WCM
105
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$9.26K | -185 | Closed |
|
106
Wells Fargo
San Francisco,
California
| – | -$8.11K | -162 | Closed |
|
107
Simplex Trading
Chicago,
Illinois
| – | -$7K | -140 | Closed |
|
NTSX Hedge Fund Activity: Q3 2025 in Review
95 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2025, worth a combined $756M — up 1% from $748M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of NTSX and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 30 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $5.39M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $27.1M.
- 95 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2025, down from 98 in Q2 2025.
- Funds reported $756M of WisdomTree US Efficient Core Fund stock for Q3 2025, up 1% quarter-over-quarter.
- 10 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2025 and 12 closed out, a net change of -2 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $5.39M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2025 was Halbert Hargrove Global Advisors, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2025.