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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

71 hedge funds and large institutions have $545M invested in WisdomTree US Efficient Core Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
9
Increased
33
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$102M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$29.1M
3
OAJ
3
Ogorek Anthony Joseph
New York
$10.2M
4
LPL Financial
4
LPL Financial
California
$12.7M
5
SFC
5
SYM Financial Corp
Indiana
$59.8M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$231K
2
HHGA
2
Halbert Hargrove Global Advisors
California
$212M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.2M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.41M +$1.41M +34,730 New
HA
27
Herold Advisors
New York
$1.37M +$58.8K +1,450 +4%
BWM
28
BlackDiamond Wealth Management
New York
$1.27M -$384K -9,484 -23%
IWS
29
Insight Wealth Strategies
California
$1.11M +$69.9K +1,725 +7%
FFG
30
Ford Financial Group
California
$1.08M -$1.01M -24,821 -48%
IWP
31
Innova Wealth Partners
Pennsylvania
$1.03M -$46.4K -1,146 -4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$975K +$217K +5,365 +29%
T
33
TRUADVICE
Florida
$931K -$38.8K -1,065 -4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$836K +$836K +20,628 New
MML Investors Services
35
MML Investors Services
Massachusetts
$726K +$515K +12,723 +245%
ASN
36
Advisory Services Network
Georgia
$725K +$288K +7,120 +66%
Stifel Financial
37
Stifel Financial
Missouri
$683K +$350K +8,649 +105%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$669K +$11.9K +294 +2%
VWM
39
Venturi Wealth Management
Texas
$640K +$640K +15,800 New
PWM
40
Perigon Wealth Management
California
$634K -$310K -7,658 -33%
PAA
41
Peregrine Asset Advisers
Oregon
$624K +$129K +3,178 +26%
MA
42
Menlo Advisors
California
$504K – – –
PAG
43
Private Advisor Group
New Jersey
$495K +$29.2K +721 +6%
RA
44
RFG Advisory
Alabama
$407K +$407K +10,040 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$398K +$30.9K +763 +8%
Morgan Stanley
46
Morgan Stanley
New York
$332K -$1.09M -26,889 -77%
SPC
47
Sigma Planning Corp
Michigan
$310K -$1.46K -36 -0.5%
IA
48
IFP Advisors
Florida
$302K +$231K +8,742 +324%
WIC
49
Whitegate Investment Counselors
New Hampshire
$266K +$46.8K +1,158 +21%
FAIM
50
Financial Advocates Investment Management
Washington
$233K +$28.4K +701 +14%
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