WisdomTree US Efficient Core Fund
NTSX
90 hedge funds and large institutions have $686M invested in WisdomTree US Efficient Core Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 88 → 90 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
0.67% less ownership
Funds ownership: 61.49% → 60.82% (-0.67%)
6% less capital invested
Capital invested by funds: $726M → $686M (-$40.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.69M |
| 2 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$1.91M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.37M |
| 4 |
Jane Street
New York
|
+$1.32M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
-$10.4M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$8.3M |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$3.09M |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$3M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.25M |
NTSX Hedge Fund Activity: Q1 2025 in Review
90 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2025, worth a combined $686M — down 5.5% from $726M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NTSX positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 32 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $2.69M. The largest seller was WJ Interests, cutting an estimated $10.4M.
- 90 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2025, up from 88 in Q4 2024.
- Funds reported $686M of WisdomTree US Efficient Core Fund stock for Q1 2025, down 5.5% quarter-over-quarter.
- 13 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2025 and 10 closed out, a net change of +3 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2025 was AQR Capital Management, an estimated $2.69M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2025 was WJ Interests, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2025.