NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

75 hedge funds and large institutions have $679M invested in WisdomTree US Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
8
Increased
28
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.6M
2
PFA
2
Professional Financial Advisors
Nebraska
$18M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$11.4M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M
5
CWM
5
CIBC World Markets
New York
$4.03M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$630K
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$6.08M
3
PAG
3
Private Advisor Group
New Jersey
$3.95M
4
PIA
4
Perennial Investment Advisors
California
$8.59M
5
RA
5
Rational Advisors
New York
$53.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$252M 5,975,967 -17,459 -0.3%
RA
2
Rational Advisors
New York
$53.1M 1,256,568 -33,919 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.7M 1,010,326 +70,179 +7%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M 875,335 +179,183 +26%
WI
5
WJ Interests
Texas
$36.9M 873,778 +23,287 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$33.9M 802,584 -13,057 -2%
OIA
7
OneDigital Investment Advisors
Kansas
$29.8M 704,799 -2,037 -0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.6M 534,425 +521,925 +4,175%
CAN
9
Cetera Advisor Networks
California
$21.9M 517,746 +22,422 +5%
PFA
10
Professional Financial Advisors
Nebraska
$18M 426,819 +224,380 +111%
LPL Financial
11
LPL Financial
California
$17.7M 419,413 +47,712 +13%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$15M 355,102 +16,893 +5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$11.4M 268,975 +185,958 +224%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.24M 218,755 +4,325 +2%
PIA
15
Perennial Investment Advisors
California
$8.59M 203,345 -70,326 -26%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$6.08M 144,000 -313,000 -68%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.94M 140,688 +17,812 +14%
FA
18
Fermata Advisors
California
$4.15M 98,174 +1,247 +1%
CWM
19
CIBC World Markets
New York
$4.03M 95,521 +79,426 +493%
PAG
20
Private Advisor Group
New Jersey
$3.95M 93,562 -89,872 -49%
OWA
21
ORBA Wealth Advisors
Illinois
$3.36M 79,667 -5,009 -6%
NL
22
NDWM LLC
California
$3.34M 79,027 +621 +0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.32M 78,509 -16,858 -18%
RF
24
RHS Financial
California
$2.63M 62,178 -4,915 -7%
KAS
25
Kestra Advisory Services
Texas
$2.19M 51,765 +2,471 +5%
1
2 3 4