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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

48 hedge funds and large institutions have $427M invested in WisdomTree US Efficient Core Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
9
Increased
18
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$58.5M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$25M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.08M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3M
5
PAG
5
Private Advisor Group
New Jersey
$4.92M

Top Sellers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$265M
2
T
2
TRUADVICE
Florida
$1.17M
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
FTUS
4
Flow Traders U.S.
New York
$211K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$971K +$971K +23,825 New
FA
27
Fermata Advisors
California
$908K +$908K +22,287 New
MA
28
Menlo Advisors
California
$524K – – –
PWM
29
Perigon Wealth Management
California
$454K +$107K +2,621 +31%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$408K -$84.2K -2,068 -17%
SPC
31
Sigma Planning Corp
Michigan
$359K -$553K -13,556 -61%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$345K +$47.3K +1,160 +16%
Stifel Financial
33
Stifel Financial
Missouri
$294K +$34.7K +852 +13%
Creative Planning
34
Creative Planning
Kansas
$238K – – –
FTUS
35
Flow Traders U.S.
New York
$211K -$991K -24,366 -82%
HI
36
Harbour Investments
Wisconsin
$180K +$10.6K +261 +6%
OIA
37
Optimum Investment Advisors
Illinois
$132K -$16.3K -398 -11%
SG Americas Securities
38
SG Americas Securities
New York
$122K +$122K +3,000 New
TCM
39
TD Capital Management
Tennessee
$109K +$109K +2,686 New
PFA
40
Professional Financial Advisors
Nebraska
$103K +$532 +13 +0.5%
PA
41
Parallel Advisors
California
$97K +$97K +2,376 New
IA
42
IFP Advisors
Florida
$88K -$36.8K -878 -30%
UBS Group
43
UBS Group
Switzerland
$46K +$46K +1,134 New
GWM
44
Geneos Wealth Management
Colorado
$24K – – –
Morgan Stanley
45
Morgan Stanley
New York
$24K +$24K +600 New
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$12K – – –
CPWM
47
Cypress Point Wealth Management
Texas
$4K +$40 +1 +1%
Jane Street
48
Jane Street
New York
– -$775K -19,070 Closed
WIA
49
World Investment Advisors
California
– -$468K -11,524 Closed
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