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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 %
SWP
51
Stratos Wealth Partners
Ohio
$231K -$21.6M -532,684 -99%
VWA
52
V Wealth Advisors
Kansas
$219K -$36.4K -897 -14%
TCM
53
TD Capital Management
Tennessee
$203K +$243 +6 +0.1%
LS
54
Leelyn Smith
Illinois
$201K +$4.7K +116 +2%
PFA
55
Professional Financial Advisors
Nebraska
$190K +$60.2K +1,490 +46%
PO
56
Private Ocean
California
$183K +$183K +4,522 New
PA
57
Parallel Advisors
California
$98K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$86K +$53.5K +1,319 +164%
M
59
MOTCO
Texas
$80K – – –
GWM
60
Geneos Wealth Management
Colorado
$50K +$9.6K +238 +24%
First Manhattan
61
First Manhattan
New York
$18K – – –
C
62
Covestor
United Kingdom
$12K -$3.64K -88 -23%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$12K – – –
HWMA
64
Heritage Wealth Management (Arizona)
Arizona
$12K +$12K +287 New
RCM
65
Raleigh Capital Management
North Carolina
$11K -$157 -4 -1%
JWM
66
Janiczek Wealth Management
Colorado
$7K +$7K +169 New
OIA
67
Optimum Investment Advisors
Illinois
$4K -$125K -3,130 -97%
CCM
68
Cribstone Capital Management
Maine
$1K +$667 +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
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