WisdomTree US Efficient Core Fund
NTSX
73 hedge funds and large institutions have $438M invested in WisdomTree US Efficient Core Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $391M → $438M (+$46.9M)
1% more funds holding
Funds holding: 72 → 73 (+1)
1.1% more ownership
Funds ownership: 60.33% → 61.43% (+1.1%)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$26.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.5M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$12.7M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.92M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$48.9M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.93M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$1.86M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.38M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
76
Flow Traders U.S.
New York
| – | -$206K | -6,749 | Closed |
|
|
PO
77
Private Ocean
San Rafael,
California
| – | -$138K | -4,522 | Closed |
|
78
Bessemer Group
Woodbridge,
New Jersey
| – | -$38K | -1,250 | Closed |
|
79
JP Morgan Chase
New York
| – | -$28K | -906 | Closed |
|
|
RCM
80
Raleigh Capital Management
Cary,
North Carolina
| – | -$10K | -327 | Closed |
|
NTSX Hedge Fund Activity: Q4 2022 in Review
73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2022, worth a combined $438M — up 12% from $391M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NTSX positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 29 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $26.4M. The largest seller was SYM Financial Corp, cutting an estimated $48.9M.
- 73 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $438M of WisdomTree US Efficient Core Fund stock for Q4 2022, up 12% quarter-over-quarter.
- 9 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2022 and 8 closed out, a net change of +1 holder.
- The largest WisdomTree US Efficient Core Fund buyer in Q4 2022 was Halbert Hargrove Global Advisors, an estimated $26.4M added.
- The largest WisdomTree US Efficient Core Fund seller in Q4 2022 was SYM Financial Corp, an estimated $48.9M sold.
Based on aggregated 13F filings for Q4 2022.