We are live on ! Find out more
NTSX icon

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
SWP
51
Stratos Wealth Partners
Ohio
$231K -$21.7M -532,684 -99%
VWA
52
V Wealth Advisors
Kansas
$219K -$36.6K -897 -14%
TCM
53
TD Capital Management
Tennessee
$203K +$245 +6 +0.1%
LS
54
Leelyn Smith
Illinois
$201K +$4.73K +116 +2%
PFA
55
Professional Financial Advisors
Nebraska
$190K +$60.7K +1,490 +46%
PO
56
Private Ocean
California
$183K +$184K +4,522 New
PA
57
Parallel Advisors
California
$98K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$86K +$53.8K +1,319 +164%
M
59
MOTCO
Texas
$80K – – –
GWM
60
Geneos Wealth Management
Colorado
$50K +$9.7K +238 +24%
First Manhattan
61
First Manhattan
New York
$18K – – –
C
62
Covestor
United Kingdom
$12K -$3.59K -88 -23%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$12K – – –
HWMA
64
Heritage Wealth Management (Arizona)
Arizona
$12K +$11.7K +287 New
RCM
65
Raleigh Capital Management
North Carolina
$11K -$163 -4 -1%
JWM
66
Janiczek Wealth Management
Colorado
$7K +$6.89K +169 New
OIA
67
Optimum Investment Advisors
Illinois
$4K -$128K -3,130 -97%
CCM
68
Cribstone Capital Management
Maine
$1K +$571 +14 +200%
AIMCA
69
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.43M -100,000 Closed
HWM
70
HB Wealth Management
Georgia
– -$2.38M -53,766 Closed
BA
71
Bluesphere Advisors
Pennsylvania
– -$417K -9,413 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$344K -7,751 Closed
CCM
73
Crabel Capital Management
California
– -$267K -6,020 Closed
SFM
74
Signet Financial Management
New Jersey
– -$14K -316 Closed
PCG
75
Private Capital Group
Connecticut
– -$10K -230 Closed
1 2
3
4

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.