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WisdomTree US Efficient Core Fund
NTSX

37 hedge funds and large institutions have $310M invested in WisdomTree US Efficient Core Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 34 → 37 (+3)

4% more capital invested

Capital invested by funds: $298M → $310M (+$12.3M)

2.97% less ownership

Funds ownership: 73.33% → 70.36% (-3%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
8
Increased
15
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$2.96M
2
PFS
Prospera Financial Services
Texas
+$2.28M
3
RF
RHS Financial
California
+$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
5
RA
Rational Advisors
New York
+$898K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$2.54M
2
AA
ACT Advisors
North Carolina
-$1.51M
3
PCWA
Pacific Capital Wealth Advisors
California
-$666K
4
DA
Doliver Advisors
Texas
-$543K
5
SS
Sunbelt Securities
Texas
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$443K +$440K +11,874 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$429K -$20.2K -546 -5%
Creative Planning
28
Creative Planning
Kansas
$232K – – –
Stifel Financial
29
Stifel Financial
Missouri
$217K +$216K +5,821 New
OIA
30
Optimum Investment Advisors
Illinois
$214K +$13.1K +355 +7%
HI
31
Harbour Investments
Wisconsin
$163K +$161K +4,358 New
IA
32
IFP Advisors
Florida
$106K -$852 -23 -0.8%
PFA
33
Professional Financial Advisors
Nebraska
$93K +$92.7K +2,504 New
GWM
34
Geneos Wealth Management
Colorado
$23K – – –
UBS Group
35
UBS Group
Switzerland
$17K +$17.2K +464 New
CPWM
36
Cypress Point Wealth Management
Texas
$4K – – –
PCWA
37
Pacific Capital Wealth Advisors
California
– -$666K -18,199 Closed
DA
38
Doliver Advisors
Texas
– -$543K -14,827 Closed
Morgan Stanley
39
Morgan Stanley
New York
– -$142K -3,871 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$37K -1,000 Closed
Wells Fargo
41
Wells Fargo
California
– -$4K -100 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– +$37 +1 New
1
2

NTSX Hedge Fund Activity: Q1 2021 in Review

37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2021, worth a combined $310M — up 4.1% from $298M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NTSX positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $2.96M. The largest seller was Truist Financial, cutting an estimated $2.54M.

  • 37 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $310M of WisdomTree US Efficient Core Fund stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2021 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2021 was Halbert Hargrove Global Advisors, an estimated $2.96M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2021 was Truist Financial, an estimated $2.54M sold.

Based on aggregated 13F filings for Q1 2021.