WisdomTree US Efficient Core Fund
NTSX
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.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2.7% more ownership
Funds ownership: 59.01% → 61.71% (+2.7%)
3% less funds holding
Funds holding: 71 → 69 (-2)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
21% less capital invested
Capital invested by funds: $545M → $429M (-$116M)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.88M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$5.05M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.81M |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$3.44M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$27.2M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$9.67M |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$5.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$4.62M |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$3.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
76
TD Capital Management
Memphis,
Tennessee
| – | -$203K | -5,014 | Closed |
|
|
PO
77
Private Ocean
San Rafael,
California
| – | -$183K | -4,522 | Closed |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| – | -$98K | -2,376 | Closed |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$12K | -300 | Closed |
|
|
CCM
80
Cribstone Capital Management
Augusta,
Maine
| – | -$1K | -21 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | -$36 | -1 | -20% |
|
NTSX Hedge Fund Activity: Q2 2022 in Review
69 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2022, worth a combined $429M — down 21% from $545M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of NTSX and 11 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 20 added.
The largest buyer was Old Mission Capital, adding an estimated $5.88M. The largest seller was Rational Advisors, cutting an estimated $27.2M.
- 69 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2022, down from 71 in Q1 2022.
- Funds reported $429M of WisdomTree US Efficient Core Fund stock for Q2 2022, down 21% quarter-over-quarter.
- 11 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2022 and 13 closed out, a net change of -2 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q2 2022 was Old Mission Capital, an estimated $5.88M added.
- The largest WisdomTree US Efficient Core Fund seller in Q2 2022 was Rational Advisors, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2022.