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WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

69 hedge funds and large institutions have $429M invested in WisdomTree US Efficient Core Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
20
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$6.59M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$4.67M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$7.49M
4
PFA
4
Professional Financial Advisors
Nebraska
$3.34M
5
AWM
5
AE Wealth Management
Kansas
$6.14M

Top Sellers

1
RA
1
Rational Advisors
New York
$59M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$15M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$169M
4
Truist Financial
4
Truist Financial
North Carolina
$2.78M
5
GWAG
5
Garrett Wealth Advisory Group
Texas
$901K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$251K 7,542 -48,635 -87%
Morgan Stanley
52
Morgan Stanley
New York
$241K 7,240 -957 -12%
SPC
53
Sigma Planning Corp
Michigan
$231K 6,929 -733 -10%
LS
54
Leelyn Smith
Illinois
$168K 5,039 +78 +2%
HI
55
Harbour Investments
Wisconsin
$96K 2,886 +2,886 New
Bessemer Group
56
Bessemer Group
New Jersey
$83K 2,500 +2,500 New
PTC
57
Private Trust Company
Ohio
$73K 2,200 +2,200 New
M
58
MOTCO
Texas
$66K 1,969 – –
GWM
59
Geneos Wealth Management
Colorado
$41K 1,240 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$30K 902 -1,219 -57%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$27K 800 +800 New
First Manhattan
62
First Manhattan
New York
$15K 460 – –
RCM
63
Raleigh Capital Management
North Carolina
$10K 298 +17 +6%
C
64
Covestor
United Kingdom
$10K 309 +19 +7%
JWM
65
Janiczek Wealth Management
Colorado
$6K 169 – –
OIA
66
Optimum Investment Advisors
Illinois
$3K 100 – –
TRCT
67
Tower Research Capital (TRC)
New York
$3K 103 +99 +2,475%
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
$1.43K 43 -244 -85%
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
– – -73,522 Closed
VWM
70
Venturi Wealth Management
Texas
– – -15,800 Closed
RA
71
RFG Advisory
Alabama
– – -10,040 Closed
WIC
72
Whitegate Investment Counselors
New Hampshire
– – -6,576 Closed
FAIM
73
Financial Advocates Investment Management
Washington
– – -5,748 Closed
SWP
74
Stratos Wealth Partners
Ohio
– – -5,699 Closed
VWA
75
V Wealth Advisors
Kansas
– – -5,398 Closed
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