WisdomTree US Efficient Core Fund
NTSX
65 hedge funds and large institutions have $533M invested in WisdomTree US Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 9 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $459M → $533M (+$74.2M)
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
1.62% more ownership
Funds ownership: 60.86% → 62.47% (+1.6%)
7% less funds holding
Funds holding: 70 → 65 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.3M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$9.78M |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$6.25M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.21M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.51M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.32M |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
-$1.35M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.18M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$400K |
NTSX Hedge Fund Activity: Q2 2023 in Review
65 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2023, worth a combined $533M — up 16% from $459M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NTSX and 5 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 27 added.
The largest buyer was Osaic Holdings, adding an estimated $25.3M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $3.51M.
- 65 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2023, down from 70 in Q1 2023.
- Funds reported $533M of WisdomTree US Efficient Core Fund stock for Q2 2023, up 16% quarter-over-quarter.
- 5 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q2 2023 was Osaic Holdings, an estimated $25.3M added.
- The largest WisdomTree US Efficient Core Fund seller in Q2 2023 was BNP Paribas Financial Markets, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2023.