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WisdomTree US Efficient Core Fund
NTSX

74 hedge funds and large institutions have $615M invested in WisdomTree US Efficient Core Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more capital invested

Capital invested by funds: $539M → $615M (+$75.8M)

14% more funds holding

Funds holding: 65 → 74 (+9)

0.9% less ownership

Funds ownership: 66.72% → 65.82% (-0.9%)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
32
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.13M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.48M
4
LPL Financial
LPL Financial
California
+$3.11M
5
AWM
AE Wealth Management
Kansas
+$1.92M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$24.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$3.54M
3
HHGA
Halbert Hargrove Global Advisors
California
-$1.56M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.03M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$236M -$1.56M -42,763 -0.7%
RA
2
Rational Advisors
New York
$50.7M +$1.73M +47,567 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.9M +$6.45M +176,850 +23%
WI
4
WJ Interests
Texas
$33.4M +$70.2K +1,924 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$32.1M -$24.9M -682,927 -46%
OIA
6
OneDigital Investment Advisors
Kansas
$27.8M -$1.03M -28,318 -4%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$27.4M +$800K +21,945 +3%
CAN
8
Cetera Advisor Networks
California
$19.5M +$754K +20,674 +4%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$18M +$547K +15,000 +3%
AWM
10
AE Wealth Management
Kansas
$14.6M +$1.92M +52,521 +17%
LPL Financial
11
LPL Financial
California
$14.6M +$3.11M +85,408 +30%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$1.67M +45,908 +16%
PIA
13
Perennial Investment Advisors
California
$10.8M -$23K -632 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.43M +$6.13M +167,964 +361%
PFA
15
Professional Financial Advisors
Nebraska
$7.96M +$896K +24,573 +14%
PAG
16
Private Advisor Group
New Jersey
$7.21M +$730K +20,008 +12%
AQR Capital Management
17
AQR Capital Management
Connecticut
$4.83M +$4.48M +122,876 New
FA
18
Fermata Advisors
California
$3.81M +$9.01K +247 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.75M +$74.5K +2,043 +2%
OWA
20
ORBA Wealth Advisors
Illinois
$3.33M +$3.09M +84,676 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.26M -$542K -14,850 -15%
NL
22
NDWM LLC
California
$3.08M +$2.86M +78,406 New
RF
23
RHS Financial
California
$2.64M -$210K -5,758 -8%
KIA
24
KLR Investment Advisors
Rhode Island
$2.46M -$120K -3,295 -5%
RFG
25
REAP Financial Group
Texas
$2.41M +$2.24M +61,436 New
1
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NTSX Hedge Fund Activity: Q4 2023 in Review

74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2023, worth a combined $615M — up 14% from $539M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NTSX positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $24.9M.

  • 74 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $615M of WisdomTree US Efficient Core Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $6.45M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2023 was Osaic Holdings, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2023.