WisdomTree US Efficient Core Fund
NTSX
71 hedge funds and large institutions have $556M invested in WisdomTree US Efficient Core Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
417% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 6
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
48% more funds holding
Funds holding: 48 → 71 (+23)
30% more capital invested
Capital invested by funds: $427M → $556M (+$129M)
8.95% less ownership
Funds ownership: 64.74% → 55.79% (-8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$58.2M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$23.8M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$23.3M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$15M |
| 5 |
AA
ACT Advisors
Asheville,
North Carolina
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$44M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$20.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.72M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$2.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$971K |
NTSX Hedge Fund Activity: Q4 2021 in Review
71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2021, worth a combined $556M — up 30% from $427M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new NTSX positions and 6 closed out — a net gain of 25 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was SYM Financial Corp, opening a new position worth an estimated $58.2M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $44M.
- 71 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $556M of WisdomTree US Efficient Core Fund stock for Q4 2021, up 30% quarter-over-quarter.
- 31 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2021 and 6 closed out, a net change of +25 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q4 2021 was SYM Financial Corp, an estimated $58.2M added.
- The largest WisdomTree US Efficient Core Fund seller in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $44M sold.
Based on aggregated 13F filings for Q4 2021.