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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

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 7 closing their positions.

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.17%
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
BCG
2
Bravias Capital Group
New Jersey
$3.77M
3
AA
3
Armis Advisers
Georgia
$3.32M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$21.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$9.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15.2M
2
RA
2
Rational Advisors
New York
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$836K
4
BWP
4
Baldwin Wealth Partners
Massachusetts
$247K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$284M 6,084,006 -29,045 -0.5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.3M 1,163,551 +28,426 +3%
RA
3
Rational Advisors
New York
$50.4M 1,080,170 -97,690 -8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$42.3M 905,034 +19,666 +2%
WI
5
WJ Interests
Texas
$38.5M 823,827 -28,034 -3%
OIA
6
OneDigital Investment Advisors
Kansas
$34.8M 744,752 +12,047 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.7M 571,718 +7,265 +1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21.7M 465,062 +43,347 +10%
PFA
9
Professional Financial Advisors
Nebraska
$20.5M 438,072 +8,580 +2%
LPL Financial
10
LPL Financial
California
$20.1M 430,903 +134,125 +45%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.2M 325,663 -347,192 -52%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$14.9M 319,826 -23,454 -7%
HBS
13
Howard Bailey Securities
Indiana
$14.1M 302,282 +10,358 +4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.75M 208,849 +31,712 +18%
PIA
15
Perennial Investment Advisors
California
$8.95M 191,781 +801 +0.4%
FA
16
Fermata Advisors
California
$4.69M 100,421 +2,049 +2%
AWM
17
Accurate Wealth Management
Florida
$4.13M 89,696 -3,454 -4%
PAG
18
Private Advisor Group
New Jersey
$3.94M 84,338 -1,374 -2%
CWM
19
CIBC World Markets
New York
$3.89M 83,257 -1,435 -2%
BCG
20
Bravias Capital Group
New Jersey
$3.77M 78,339 +78,339 New
KAS
21
Kestra Advisory Services
Texas
$3.55M 76,028 +28,305 +59%
OWA
22
ORBA Wealth Advisors
Illinois
$3.43M 73,366 -2,781 -4%
AA
23
Armis Advisers
Georgia
$3.32M 71,127 +71,127 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.83M 60,543 -39,766 -40%
RF
25
RHS Financial
California
$2.65M 56,675 -190 -0.3%
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