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WisdomTree US Efficient Core Fund

98 hedge funds and large institutions have $748M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $686M → $748M (+$62.3M)

9% more funds holding

Funds holding: 9098 (+8)

1.22% more ownership

Funds ownership: 60.82%62.04% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% 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
16
Increased
32
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$300M -$744K -16,094 -0.3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$63.3M +$3.29M +71,058 +6%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$46.1M +$741K +16,016 +2%
RA
4
Rational Advisors
New York
$39M -$5.79M -125,256 -14%
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M +$85.9K +1,857 +0.2%
WI
6
WJ Interests
Texas
$29.4M -$773K -16,722 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$28.1M -$4.07K -88 -0%
PFA
8
Professional Financial Advisors
Nebraska
$23.9M +$1.17M +25,222 +6%
LPL Financial
9
LPL Financial
California
$23.7M +$1.17M +25,269 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$22M -$2.48M -53,712 -11%
HBS
11
Howard Bailey Securities
Indiana
$17.8M +$619K +13,380 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.4M -$247K -5,347 -2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$12.5M -$710K -15,346 -6%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.9M -$6.22M -134,480 -49%
PIA
15
Perennial Investment Advisors
California
$6.54M -$2.69M -58,194 -31%
FA
16
Fermata Advisors
California
$5.65M +$464K +10,036 +10%
KAS
17
Kestra Advisory Services
Texas
$4.7M +$437K +9,442 +11%
BCG
18
Bravias Capital Group
New Jersey
$4.24M +$366K +7,907 +10%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$4.1M +$3.79M +82,000 New
PAG
20
Private Advisor Group
New Jersey
$3.93M +$128K +2,768 +4%
CWM
21
CIBC World Markets
New York
$3.44M -$343K -7,417 -10%
RF
22
RHS Financial
California
$2.93M +$142K +3,076 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M -$204K -4,421 -7%
AA
24
Armis Advisers
Georgia
$2.5M -$583K -12,616 -20%
LEFP
25
Leading Edge Financial Planning
Tennessee
$1.88M +$76.1K +1,645 +5%

NTSX Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2025, worth a combined $748M — up 9.1% from $686M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NTSX positions and 7 closed out — a net gain of 9 holders — while 32 added to existing stakes and 37 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $3.79M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $6.22M.

  • 98 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $748M of WisdomTree US Efficient Core Fund stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2025 and 7 closed out, a net change of +9 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q2 2025 was Toronto Dominion Bank, an estimated $3.79M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2025.