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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

73 hedge funds and large institutions have $683M invested in WisdomTree US Efficient Core Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
26
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.1M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$268M
3
AWM
3
Accurate Wealth Management
Florida
$2.65M
4
Jane Street
4
Jane Street
New York
$2.51M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$46.2M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.03M
4
LA
4
LM Advisors
California
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$268M 6,094,182 +118,215 +2%
RA
2
Rational Advisors
New York
$56M 1,275,588 +19,020 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$46.2M 1,053,257 +42,931 +4%
WI
4
WJ Interests
Texas
$39.5M 899,465 +25,687 +3%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$38.7M 881,914 +6,579 +0.8%
OIA
6
OneDigital Investment Advisors
Kansas
$31.3M 713,679 +8,880 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.6M 697,936 -104,648 -13%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$24.5M 558,644 +24,219 +5%
PFA
9
Professional Financial Advisors
Nebraska
$19.2M 437,765 +10,946 +3%
LPL Financial
10
LPL Financial
California
$17.3M 394,122 -25,291 -6%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$17.1M 388,961 +119,986 +45%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$16.4M 373,849 +18,747 +5%
PIA
13
Perennial Investment Advisors
California
$8.93M 203,318 -27 -0%
AQR Capital Management
14
AQR Capital Management
Connecticut
$7.66M 174,481 +33,793 +24%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.03M 114,529 -104,226 -48%
CWM
16
CIBC World Markets
New York
$4.59M 104,533 +9,012 +9%
FA
17
Fermata Advisors
California
$4.28M 97,436 -738 -0.8%
PAG
18
Private Advisor Group
New Jersey
$4.1M 93,340 -222 -0.2%
NL
19
NDWM LLC
California
$3.46M 78,850 -177 -0.2%
OWA
20
ORBA Wealth Advisors
Illinois
$3.35M 76,195 -3,472 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.75M 62,648 -15,861 -20%
AWM
22
Accurate Wealth Management
Florida
$2.65M 58,265 +58,265 New
RF
23
RHS Financial
California
$2.56M 58,386 -3,792 -6%
Jane Street
24
Jane Street
New York
$2.51M 57,099 +57,099 New
KAS
25
Kestra Advisory Services
Texas
$2.2M 50,064 -1,701 -3%
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