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WisdomTree US Efficient Core Fund
NTSX

71 hedge funds and large institutions have $556M invested in WisdomTree US Efficient Core Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

48% more funds holding

Funds holding: 48 → 71 (+23)

30% more capital invested

Capital invested by funds: $427M → $556M (+$129M)

8.95% less ownership

Funds ownership: 64.74% → 55.79% (-8.9%)

Holders
71
Holders Change
+23
Holders Change %
+47.92%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
31
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
SYM Financial Corp
Indiana
+$58.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$23.8M
3
SWP
Stratos Wealth Partners
Ohio
+$23.3M
4
RA
Rational Advisors
New York
+$15M
5
AA
ACT Advisors
North Carolina
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
-$44M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$20.1M
3
PAG
Private Advisor Group
New Jersey
-$4.72M
4
GWAG
Garrett Wealth Advisory Group
Texas
-$2.68M
5
Bank of America
Bank of America
North Carolina
-$971K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Herold Advisors
New York
$1.43M -$375K -8,690 -21%
AWM
27
AE Wealth Management
Kansas
$1.31M -$11.5K -267 -0.9%
WWM
28
Western Wealth Management
Colorado
$1.28M +$1.25M +28,930 New
CAN
29
Claraphi Advisory Network
United States
$1.22M +$1.19M +27,611 New
IWP
30
Innova Wealth Partners
Pennsylvania
$1.17M +$3.89K +90 +0.3%
IWS
31
Insight Wealth Strategies
California
$1.14M -$5.49K -127 -0.5%
T
32
TRUADVICE
Florida
$1.1M +$9.72K +225 +0.9%
PWM
33
Perigon Wealth Management
California
$1.03M +$526K +12,166 +109%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$829K +$442K +10,239 +121%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$719K +$268K +6,202 +62%
MA
36
Menlo Advisors
California
$552K -$17.9K -415 -3%
PAA
37
Peregrine Asset Advisers
Oregon
$542K +$528K +12,219 New
OAJ
38
Ogorek Anthony Joseph
New York
$517K +$505K +11,681 New
PAG
39
Private Advisor Group
New Jersey
$510K -$4.72M -109,195 -90%
ASN
40
Advisory Services Network
Georgia
$478K +$465K +10,773 New
BA
41
Bluesphere Advisors
Pennsylvania
$417K +$407K +9,413 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$401K +$391K +9,050 New
Stifel Financial
43
Stifel Financial
Missouri
$364K +$43.2K +1,000 +14%
Citadel Advisors
44
Citadel Advisors
Florida
$344K +$335K +7,751 New
SPC
45
Sigma Planning Corp
Michigan
$341K -$47.8K -1,106 -13%
VWA
46
V Wealth Advisors
Kansas
$279K +$272K +6,295 New
CCM
47
Crabel Capital Management
California
$267K +$260K +6,020 New
WIC
48
Whitegate Investment Counselors
New Hampshire
$240K +$234K +5,418 New
MML Investors Services
49
MML Investors Services
Massachusetts
$230K +$224K +5,196 New
FAIM
50
Financial Advocates Investment Management
Washington
$224K +$218K +5,047 New
1
2
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NTSX Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2021, worth a combined $556M — up 30% from $427M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NTSX positions and 6 closed out — a net gain of 25 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was SYM Financial Corp, opening a new position worth an estimated $58.2M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $44M.

  • 71 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $556M of WisdomTree US Efficient Core Fund stock for Q4 2021, up 30% quarter-over-quarter.
  • 31 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2021 and 6 closed out, a net change of +25 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2021 was SYM Financial Corp, an estimated $58.2M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q4 2021.