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WisdomTree US Efficient Core Fund
NTSX

72 hedge funds and large institutions have $391M invested in WisdomTree US Efficient Core Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

4% more funds holding

Funds holding: 69 → 72 (+3)

1.38% less ownership

Funds ownership: 61.71% → 60.33% (-1.4%)

9% less capital invested

Capital invested by funds: $429M → $391M (-$37.8M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.24%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
11
Increased
16
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WJ Interests
Texas
+$8.46M
2
MCC
Money Concepts Capital
Florida
+$7.15M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$4.94M
4
OIA
OneDigital Investment Advisors
Kansas
+$3.36M
5
AWM
AE Wealth Management
Kansas
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.9M
2
OMC
Old Mission Capital
Illinois
-$6.59M
3
Truist Financial
Truist Financial
North Carolina
-$2.37M
4
RA
Rational Advisors
New York
-$2.09M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$997K – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$970K +$234K +6,733 +27%
BWM
28
BlackDiamond Wealth Management
New York
$960K -$117K -3,357 -10%
HA
29
Herold Advisors
New York
$935K -$5.57K -160 -0.5%
IWS
30
Insight Wealth Strategies
California
$906K – – –
T
31
TRUADVICE
Florida
$820K -$31.6K -907 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$814K +$70.3K +2,020 +8%
GWAG
33
Garrett Wealth Advisory Group
Texas
$797K -$33.1K -950 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$724K -$9.36K -269 -1%
Stifel Financial
35
Stifel Financial
Missouri
$649K – – –
IWP
36
Innova Wealth Partners
Pennsylvania
$629K -$165K -4,753 -19%
PFS
37
Prospera Financial Services
Texas
$586K -$97.9K -2,814 -13%
AWS
38
Atria Wealth Solutions
New York
$516K +$587K +16,874 New
Truist Financial
39
Truist Financial
North Carolina
$460K -$2.37M -68,229 -82%
KAS
40
Kestra Advisory Services
Texas
$457K +$99.8K +2,867 +24%
PAG
41
Private Advisor Group
New Jersey
$445K +$7.97K +229 +2%
FAIM
42
Financial Advocates Investment Management
Washington
$397K +$451K +12,966 New
WCP
43
Wick Capital Partners
Pennsylvania
$386K -$130K -3,728 -23%
PWM
44
Perigon Wealth Management
California
$381K -$67.8K -1,949 -14%
CAN
45
Claraphi Advisory Network
United States
$327K -$90.2K -2,591 -19%
FFG
46
Ford Financial Group
California
$326K -$132K -3,784 -26%
IA
47
IFP Advisors
Florida
$317K +$21.1K +605 +5%
FHA
48
Flagship Harbor Advisors
Massachusetts
$300K – – –
AW
49
Avion Wealth
Texas
$299K +$341K +9,783 New
Citadel Advisors
50
Citadel Advisors
Florida
$247K -$1.3M -37,302 -82%
1
2
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NTSX Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2022, worth a combined $391M — down 8.8% from $429M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NTSX positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 34 trimmed.

The largest buyer was WJ Interests, adding an estimated $8.46M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $12.9M.

  • 72 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2022, up from 69 in Q2 2022.
  • Funds reported $391M of WisdomTree US Efficient Core Fund stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 11 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2022 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q3 2022 was WJ Interests, an estimated $8.46M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2022.