WisdomTree US Efficient Core Fund
NTSX
NTSX
65 hedge funds and large institutions have $533M invested in WisdomTree US Efficient Core Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
7% less funds holding
Funds holding: 70 → 65 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
65
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$26.3M | |
| 2 | +$10.2M | |
| 3 | +$6.49M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.34M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$2.31M |
Top Sellers
| 1 | -$3.65M | |
| 2 | -$2.41M | |
| 3 | -$1.44M | |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.18M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$400K |