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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

73 hedge funds and large institutions have $438M invested in WisdomTree US Efficient Core Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
9
Increased
26
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$193M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.3M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$12.6M
4
OIA
4
OneDigital Investment Advisors
Kansas
$13M
5
CAN
5
Cetera Advisor Networks
California
$6.19M

Top Sellers

1
SFC
1
SYM Financial Corp
Indiana
$25.7K
2
CA
2
Cetera Advisors
Colorado
$347K
3
RF
3
RHS Financial
California
$3.05M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.23M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$4.69M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$193M 5,937,881 +808,569 +16%
RA
2
Rational Advisors
New York
$56.6M 1,743,259 +33,893 +2%
WI
3
WJ Interests
Texas
$21.7M 668,416 +23,710 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.3M 533,226 +442,768 +489%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M 450,000 – –
AA
6
ACT Advisors
North Carolina
$14.3M 442,011 +100,894 +30%
OIA
7
OneDigital Investment Advisors
Kansas
$13M 399,893 +303,388 +314%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$12.6M 388,887 +388,887 New
LPL Financial
9
LPL Financial
California
$10.2M 313,091 +935 +0.3%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$9.73M 300,000 +18,000 +6%
AWM
11
AE Wealth Management
Kansas
$8.53M 263,019 +22,800 +9%
OAJ
12
Ogorek Anthony Joseph
New York
$8.11M 249,980 -1,181 -0.5%
MCC
13
Money Concepts Capital
Florida
$6.37M 196,157 -9,330 -5%
CAN
14
Cetera Advisor Networks
California
$6.19M 190,614 +190,614 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.69M 144,397 -33,547 -19%
PFA
16
Professional Financial Advisors
Nebraska
$4.04M 124,635 +21,425 +21%
RF
17
RHS Financial
California
$3.05M 93,947 -56,932 -38%
FA
18
Fermata Advisors
California
$3.02M 92,957 -6,635 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.92M 89,997 +5,288 +6%
SWM
20
Stapp Wealth Management
Washington
$2.14M 65,918 +3,087 +5%
EF
21
Empirical Finance
Pennsylvania
$2.12M 65,236 +65,236 New
KIA
22
KLR Investment Advisors
Rhode Island
$2.02M 62,250 +62,250 New
SS
23
Sunbelt Securities
Texas
$1.3M 40,096 -2,625 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.28M 39,480 +12,834 +48%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.23M 37,815 -650 -2%
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