WisdomTree US Efficient Core Fund
NTSX
72 hedge funds and large institutions have $391M invested in WisdomTree US Efficient Core Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4% more funds holding
Funds holding: 69 → 72 (+3)
1.38% less ownership
Funds ownership: 61.71% → 60.33% (-1.4%)
9% less capital invested
Capital invested by funds: $429M → $391M (-$37.8M)
53% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
+$8.46M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$7.15M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$4.94M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.36M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$12.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.59M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.37M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
-$2.09M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
76
Menlo Advisors
Menlo Park,
California
| – | -$415K | -12,455 | Closed |
|
|
SPC
77
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$231K | -6,929 | Closed |
|
78
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$30K | -902 | Closed |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$27K | -800 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$3.45K | -99 | -96% |
|
NTSX Hedge Fund Activity: Q3 2022 in Review
72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2022, worth a combined $391M — down 8.8% from $429M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NTSX positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 34 trimmed.
The largest buyer was WJ Interests, adding an estimated $8.46M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $12.9M.
- 72 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2022, up from 69 in Q2 2022.
- Funds reported $391M of WisdomTree US Efficient Core Fund stock for Q3 2022, down 8.8% quarter-over-quarter.
- 11 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2022 and 8 closed out, a net change of +3 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2022 was WJ Interests, an estimated $8.46M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2022.