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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

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.

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
5
Increased
27
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28.6M
2
RA
2
Rational Advisors
New York
$51.3M
3
PFA
3
Professional Financial Advisors
Nebraska
$6.49M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$25.3M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$223M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.65M
2
LPL Financial
2
LPL Financial
California
$9.91M
3
WI
3
WJ Interests
Texas
$32.2M
4
MCC
4
Money Concepts Capital
Florida
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$223M 6,021,467 +62,285 +1%
RA
2
Rational Advisors
New York
$51.3M 1,382,705 +274,276 +25%
WI
3
WJ Interests
Texas
$32.2M 847,403 -37,960 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$28.6M 771,293 +708,493 +1,128%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.3M 682,156 +90,119 +15%
OIA
6
OneDigital Investment Advisors
Kansas
$25.1M 675,762 -7,791 -1%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$24.2M 652,561 +49,068 +8%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$16.4M 442,000 +41,000 +10%
CAN
9
Cetera Advisor Networks
California
$16.1M 433,256 +56,471 +15%
AWM
10
AE Wealth Management
Kansas
$11.3M 305,889 +18,371 +6%
OAJ
11
Ogorek Anthony Joseph
New York
$10.2M 274,414 +23,943 +10%
LPL Financial
12
LPL Financial
California
$9.91M 267,211 -65,115 -20%
PFA
13
Professional Financial Advisors
Nebraska
$6.49M 175,176 +175,176 New
PIA
14
Perennial Investment Advisors
California
$5.89M 158,824 +16,066 +11%
PAG
15
Private Advisor Group
New Jersey
$5.09M 135,835 +22,892 +20%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.91M 105,356 -8,948 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.67M 98,944 +957 +1%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$3.65M 98,526 -98,526 -50%
FA
19
Fermata Advisors
California
$3.25M 87,608 +39,749 +83%
RF
20
RHS Financial
California
$2.98M 80,261 -5,142 -6%
KIA
21
KLR Investment Advisors
Rhode Island
$2.5M 67,413 +1,586 +2%
LEFP
22
Leading Edge Financial Planning
Tennessee
$1.68M 45,363 -206 -0.5%
SS
23
Sunbelt Securities
Texas
$1.48M 39,961 +2,324 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.31M 35,238 +527 +2%
KAS
25
Kestra Advisory Services
Texas
$1.3M 35,061 +211 +0.6%
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