WisdomTree US Efficient Core Fund
NTSX
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.
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: 5 → 6 (+1)
16% more funds holding
Funds holding: 76 → 88 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.37M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.06M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.5M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.35M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.5M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$4.64M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.94M |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.92M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.89M |
NTSX Hedge Fund Activity: Q4 2024 in Review
88 of the 7,607 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.