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WisdomTree US Efficient Core Fund

76 hedge funds and large institutions have $679M invested in WisdomTree US Efficient Core Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $615M → $679M (+$64.6M)

3% more funds holding

Funds holding: 7476 (+2)

0.79% more ownership

Funds ownership: 65.82%66.61% (+0.79%)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% 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
9
Increased
28
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$252M -$712K -17,459 -0.3%
RA
2
Rational Advisors
New York
$53.1M -$1.38M -33,919 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.7M +$2.86M +70,179 +7%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$37M +$7.31M +179,183 +26%
WI
5
WJ Interests
Texas
$36.9M +$950K +23,287 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$33.9M -$533K -13,057 -2%
OIA
7
OneDigital Investment Advisors
Kansas
$29.8M -$83.1K -2,037 -0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.6M +$21.3M +521,925 +4,175%
CAN
9
Cetera Advisor Networks
California
$21.9M +$915K +22,422 +5%
PFA
10
Professional Financial Advisors
Nebraska
$18M +$9.15M +224,380 +111%
LPL Financial
11
LPL Financial
California
$17.7M +$1.95M +47,712 +13%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$15M +$689K +16,893 +5%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$11.4M +$7.59M +185,958 +224%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.24M +$176K +4,325 +2%
PIA
15
Perennial Investment Advisors
California
$8.59M -$2.87M -70,326 -26%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$6.08M -$12.8M -313,000 -68%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.94M +$727K +17,812 +14%
FA
18
Fermata Advisors
California
$4.15M +$50.9K +1,247 +1%
CWM
19
CIBC World Markets
New York
$4.03M +$3.24M +79,426 +493%
PAG
20
Private Advisor Group
New Jersey
$3.95M -$3.67M -89,872 -49%
OWA
21
ORBA Wealth Advisors
Illinois
$3.36M -$204K -5,009 -6%
NL
22
NDWM LLC
California
$3.34M +$25.3K +621 +0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.32M -$688K -16,858 -18%
RF
24
RHS Financial
California
$2.63M -$201K -4,915 -7%
KAS
25
Kestra Advisory Services
Texas
$2.19M +$101K +2,471 +5%

NTSX Hedge Fund Activity: Q1 2024 in Review

76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2024, worth a combined $679M — up 11% from $615M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NTSX positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $21.3M. The largest seller was AE Wealth Management, cutting an estimated $14.3M.

  • 76 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2024, up from 74 in Q4 2023.
  • Funds reported $679M of WisdomTree US Efficient Core Fund stock for Q1 2024, up 11% quarter-over-quarter.
  • 9 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2024 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.3M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2024 was AE Wealth Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2024.