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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

96 hedge funds and large institutions have $743M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
31
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.3M
3
LPL Financial
LPL Financial
California
$23.7M
4
PFA
Professional Financial Advisors
Nebraska
$23.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.9M
2
RA
Rational Advisors
New York
$39M
3
PIA
Perennial Investment Advisors
California
$6.54M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22M
5
OWA
ORBA Wealth Advisors
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$300M -$806K -16,094 -0.3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.3M +$3.56M +71,058 +6%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$46.1M +$802K +16,016 +2%
RA
4
Rational Advisors
New York
$39M -$6.27M -125,256 -14%
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M +$93K +1,857 +0.2%
WI
6
WJ Interests
Texas
$29.4M -$837K -16,722 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.1M -$4.41K -88 -0%
PFA
8
Professional Financial Advisors
Nebraska
$23.9M +$1.26M +25,222 +6%
LPL Financial
9
LPL Financial
California
$23.7M +$1.26M +25,269 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22M -$2.7M -53,712 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.4M -$213K -4,554 -1%
HBS
12
Howard Bailey Securities
Indiana
$13.8M -$162K -3,245 -1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$12.5M -$768K -15,346 -6%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.9M -$6.73M -134,480 -49%
PIA
15
Perennial Investment Advisors
California
$6.54M -$2.91M -58,194 -31%
FA
16
Fermata Advisors
California
$5.65M +$502K +10,036 +10%
KAS
17
Kestra Advisory Services
Texas
$4.7M +$473K +9,442 +11%
BCG
18
Bravias Capital Group
New Jersey
$4.24M +$396K +7,907 +10%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$4.1M +$4.1M +82,000 New
PAG
20
Private Advisor Group
New Jersey
$3.93M +$139K +2,768 +4%
CWM
21
CIBC World Markets
New York
$3.44M -$371K -7,417 -10%
RF
22
RHS Financial
California
$2.93M +$154K +3,076 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M -$221K -4,421 -7%
AA
24
Armis Advisers
Georgia
$2.5M -$632K -12,616 -20%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.88M +$82.1K +1,645 +5%
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