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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

75 hedge funds and large institutions have $734M invested in WisdomTree US Efficient Core Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
21
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBS
1
Howard Bailey Securities
Indiana
$13.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$53.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$19.8M
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$2.15M
5
AWM
5
Accurate Wealth Management
Florida
$4.38M

Top Sellers

1
RA
1
Rational Advisors
New York
$55.3M
2
LPL Financial
2
LPL Financial
California
$13.9M
3
NL
3
NDWM LLC
California
$707K
4
Jane Street
4
Jane Street
New York
$0
5
WI
5
WJ Interests
Texas
$40M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$287M 6,113,051 +18,869 +0.3%
RA
2
Rational Advisors
New York
$55.3M 1,177,860 -97,728 -8%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$53.3M 1,135,125 +81,868 +8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$41.6M 885,368 +3,454 +0.4%
WI
5
WJ Interests
Texas
$40M 851,861 -47,604 -5%
OIA
6
OneDigital Investment Advisors
Kansas
$34.4M 732,705 +19,026 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.6M 672,855 -25,081 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.5M 564,453 +5,809 +1%
PFA
9
Professional Financial Advisors
Nebraska
$20.2M 429,492 -8,273 -2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$19.8M 421,715 +47,866 +13%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$16.1M 343,280 -45,681 -12%
LPL Financial
12
LPL Financial
California
$13.9M 296,778 -97,344 -25%
HBS
13
Howard Bailey Securities
Indiana
$13.7M 291,924 +291,924 New
PIA
14
Perennial Investment Advisors
California
$8.97M 190,980 -12,338 -6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$8.32M 177,137 +2,656 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.71M 100,309 -14,220 -12%
FA
17
Fermata Advisors
California
$4.62M 98,372 +936 +1%
AWM
18
Accurate Wealth Management
Florida
$4.38M 93,150 +34,885 +60%
PAG
19
Private Advisor Group
New Jersey
$4.03M 85,712 -7,628 -8%
CWM
20
CIBC World Markets
New York
$3.98M 84,692 -19,841 -19%
OWA
21
ORBA Wealth Advisors
Illinois
$3.58M 76,147 -48 -0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.76M 58,797 -3,851 -6%
RF
23
RHS Financial
California
$2.67M 56,865 -1,521 -3%
KAS
24
Kestra Advisory Services
Texas
$2.24M 47,723 -2,341 -5%
BWP
25
Baldwin Wealth Partners
Massachusetts
$2.15M 45,807 +45,807 New
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