We are live on ! Find out more
NTSX icon

WisdomTree US Efficient Core Fund

70 hedge funds and large institutions have $458M invested in WisdomTree US Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $438M → $458M (+$19.9M)

0.57% less ownership

Funds ownership: 61.43%60.86% (-0.57%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

4% less funds holding

Funds holding: 7370 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
7
Increased
29
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$209M +$724K +21,301 +0.4%
RA
2
Rational Advisors
New York
$38.9M -$21.6M -634,830 -36%
WI
3
WJ Interests
Texas
$31M +$7.38M +216,947 +32%
OIA
4
OneDigital Investment Advisors
Kansas
$24M +$9.64M +283,660 +71%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$21.2M +$7.3M +214,606 +55%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$20.8M +$2M +58,811 +11%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$14.1M +$3.43M +101,000 +34%
CAN
8
Cetera Advisor Networks
California
$13.2M +$6.33M +186,171 +98%
LPL Financial
9
LPL Financial
California
$11.7M +$654K +19,235 +6%
AWM
10
AE Wealth Management
Kansas
$10.1M +$833K +24,499 +9%
OAJ
11
Ogorek Anthony Joseph
New York
$8.78M +$16.7K +491 +0.2%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$6.91M +$5.41M +159,254 +421%
PIA
13
Perennial Investment Advisors
California
$5.01M +$4.85M +142,758 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.01M -$1.02M -30,093 -21%
PAG
15
Private Advisor Group
New Jersey
$3.96M +$3.42M +100,477 +806%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M +$272K +7,990 +9%
RF
17
RHS Financial
California
$2.99M -$290K -8,544 -9%
KIA
18
KLR Investment Advisors
Rhode Island
$2.31M +$122K +3,577 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.2M +$1.91M +56,084 +835%
FA
20
Fermata Advisors
California
$1.68M -$1.53M -45,098 -49%
LEFP
21
Leading Edge Financial Planning
Tennessee
$1.6M +$467K +13,752 +43%
SS
22
Sunbelt Securities
Texas
$1.3M -$83.6K -2,459 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.23M -$91.8K -2,700 -7%
KAS
24
Kestra Advisory Services
Texas
$1.22M +$501K +14,724 +73%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.19M +$38.5K +1,132 +3%

NTSX Hedge Fund Activity: Q1 2023 in Review

70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2023, worth a combined $458M — up 4.5% from $438M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NTSX and 7 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 29 added.

The largest buyer was OneDigital Investment Advisors, adding an estimated $9.64M. The largest seller was Rational Advisors, cutting an estimated $21.6M.

  • 70 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2023, down from 73 in Q4 2022.
  • Funds reported $458M of WisdomTree US Efficient Core Fund stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 7 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2023 was OneDigital Investment Advisors, an estimated $9.64M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2023 was Rational Advisors, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2023.