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WisdomTree US Efficient Core Fund
NTSX

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

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3.22% more ownership

Funds ownership: 55.79% → 59.01% (+3.2%)

0% more funds holding

Funds holding: 71 → 71 (0)

2% less capital invested

Capital invested by funds: $556M → $545M (-$11.8M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

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

Rank Fund Capital Flow
1
RA
Rational Advisors
New York
+$30.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$23.2M
3
OAJ
Ogorek Anthony Joseph
New York
+$9.82M
4
LPL Financial
LPL Financial
California
+$7.59M
5
SFC
SYM Financial Corp
Indiana
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$21.7M
2
HHGA
Halbert Hargrove Global Advisors
California
-$10.7M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.43M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.08M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.41M +$1.42M +34,730 New
HA
27
Herold Advisors
New York
$1.37M +$59.1K +1,450 +4%
BWM
28
BlackDiamond Wealth Management
New York
$1.26M -$387K -9,484 -23%
IWS
29
Insight Wealth Strategies
California
$1.11M +$70.3K +1,725 +7%
FFG
30
Ford Financial Group
California
$1.08M -$1.01M -24,821 -48%
IWP
31
Innova Wealth Partners
Pennsylvania
$1.03M -$46.7K -1,146 -4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$975K +$219K +5,365 +29%
T
33
TRUADVICE
Florida
$931K -$43.4K -1,065 -4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$836K +$841K +20,628 New
MML Investors Services
35
MML Investors Services
Massachusetts
$726K +$519K +12,723 +245%
ASN
36
Advisory Services Network
Georgia
$725K +$290K +7,120 +66%
Stifel Financial
37
Stifel Financial
Missouri
$683K +$352K +8,649 +105%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$669K +$12K +294 +2%
VWM
39
Venturi Wealth Management
Texas
$640K +$644K +15,800 New
PWM
40
Perigon Wealth Management
California
$634K -$312K -7,658 -33%
PAA
41
Peregrine Asset Advisers
Oregon
$624K +$130K +3,178 +26%
MA
42
Menlo Advisors
California
$504K – – –
PAG
43
Private Advisor Group
New Jersey
$495K +$29.4K +721 +6%
RA
44
RFG Advisory
Alabama
$407K +$409K +10,040 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$398K +$31.1K +763 +8%
Morgan Stanley
46
Morgan Stanley
New York
$332K -$1.1M -26,889 -77%
SPC
47
Sigma Planning Corp
Michigan
$310K -$1.47K -36 -0.5%
IA
48
IFP Advisors
Florida
$302K +$356K +8,742 +324%
WIC
49
Whitegate Investment Counselors
New Hampshire
$266K +$47.2K +1,158 +21%
FAIM
50
Financial Advocates Investment Management
Washington
$233K +$28.6K +701 +14%
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NTSX Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2022, worth a combined $545M — down 2.1% from $556M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NTSX positions and 7 closed out — a net gain of 2 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Rational Advisors, adding an estimated $30.2M. The largest seller was Stratos Wealth Partners, cutting an estimated $21.7M.

  • 71 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $545M of WisdomTree US Efficient Core Fund stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 9 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2022 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2022 was Rational Advisors, an estimated $30.2M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2022 was Stratos Wealth Partners, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2022.