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WisdomTree US Efficient Core Fund

88 hedge funds and large institutions have $726M invested in WisdomTree US Efficient Core Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more funds holding

Funds holding: 7688 (+12)

1% less capital invested

Capital invested by funds: $735M → $726M (-$8.4M)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

1.06% less ownership

Funds ownership: 62.55%61.49% (-1.1%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
26
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$284M -$1.38M -29,045 -0.5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.3M +$1.35M +28,426 +3%
RA
3
Rational Advisors
New York
$50.4M -$4.64M -97,690 -8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$42.3M +$933K +19,666 +2%
WI
5
WJ Interests
Texas
$38.5M -$1.33M -28,034 -3%
OIA
6
OneDigital Investment Advisors
Kansas
$34.8M +$572K +12,047 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.7M +$345K +7,265 +1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$2.06M +43,347 +10%
PFA
9
Professional Financial Advisors
Nebraska
$20.5M +$407K +8,580 +2%
LPL Financial
10
LPL Financial
California
$20.1M +$6.37M +134,125 +45%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.2M -$16.5M -347,192 -52%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$14.9M -$1.11M -23,454 -7%
HBS
13
Howard Bailey Securities
Indiana
$14.1M +$492K +10,358 +4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.75M +$1.5M +31,712 +18%
PIA
15
Perennial Investment Advisors
California
$8.95M +$38K +801 +0.4%
FA
16
Fermata Advisors
California
$4.69M +$97.2K +2,049 +2%
AWM
17
Accurate Wealth Management
Florida
$4.13M -$164K -3,454 -4%
PAG
18
Private Advisor Group
New Jersey
$3.94M -$65.2K -1,374 -2%
CWM
19
CIBC World Markets
New York
$3.89M -$68.1K -1,435 -2%
BCG
20
Bravias Capital Group
New Jersey
$3.77M +$3.72M +78,339 New
KAS
21
Kestra Advisory Services
Texas
$3.55M +$1.34M +28,305 +59%
OWA
22
ORBA Wealth Advisors
Illinois
$3.43M -$132K -2,781 -4%
AA
23
Armis Advisers
Georgia
$3.32M +$3.38M +71,127 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.83M -$1.89M -39,766 -40%
RF
25
RHS Financial
California
$2.65M -$9.02K -190 -0.3%

NTSX Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2024, worth a combined $726M — down 1.1% from $735M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NTSX positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.37M. The largest seller was Osaic Holdings, cutting an estimated $16.5M.

  • 88 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $726M of WisdomTree US Efficient Core Fund stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2024 and 8 closed out, a net change of +12 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2024 was LPL Financial, an estimated $6.37M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2024 was Osaic Holdings, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2024.