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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

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.

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.09%
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)
1
Carson Wealth (CWM LLC)
Nebraska
$36.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.43M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.83M
4
LPL Financial
4
LPL Financial
California
$14.6M
5
OWA
5
ORBA Wealth Advisors
Illinois
$3.33M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$32.1M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$237K
3
HHGA
3
Halbert Hargrove Global Advisors
California
$236M
4
OIA
4
OneDigital Investment Advisors
Kansas
$27.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$236M 5,993,426 -42,763 -0.7%
RA
2
Rational Advisors
New York
$50.7M 1,290,487 +47,567 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.9M 940,147 +176,850 +23%
WI
4
WJ Interests
Texas
$33.4M 850,491 +1,924 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$32.1M 815,641 -682,927 -46%
OIA
6
OneDigital Investment Advisors
Kansas
$27.8M 706,836 -28,318 -4%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$27.4M 696,152 +21,945 +3%
CAN
8
Cetera Advisor Networks
California
$19.5M 495,324 +20,674 +4%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$18M 457,000 +15,000 +3%
AWM
10
AE Wealth Management
Kansas
$14.6M 365,556 +52,521 +17%
LPL Financial
11
LPL Financial
California
$14.6M 371,701 +85,408 +30%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$13.3M 338,209 +45,908 +16%
PIA
13
Perennial Investment Advisors
California
$10.8M 273,671 -632 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.43M 214,430 +167,964 +361%
PFA
15
Professional Financial Advisors
Nebraska
$7.96M 202,439 +24,573 +14%
PAG
16
Private Advisor Group
New Jersey
$7.21M 183,434 +20,008 +12%
AQR Capital Management
17
AQR Capital Management
Connecticut
$4.83M 122,876 +122,876 New
FA
18
Fermata Advisors
California
$3.81M 96,927 +247 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.75M 95,367 +2,043 +2%
OWA
20
ORBA Wealth Advisors
Illinois
$3.33M 84,676 +84,676 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.26M 83,017 -14,850 -15%
NL
22
NDWM LLC
California
$3.08M 78,406 +78,406 New
RF
23
RHS Financial
California
$2.64M 67,093 -5,758 -8%
KIA
24
KLR Investment Advisors
Rhode Island
$2.46M 62,532 -3,295 -5%
RFG
25
REAP Financial Group
Texas
$2.41M 61,436 +61,436 New
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