WisdomTree US Efficient Core Fund
NTSX
70 hedge funds and large institutions have $458M invested in WisdomTree US Efficient Core Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.
5% more capital invested
Capital invested by funds: $438M → $458M (+$19.9M)
0.57% less ownership
Funds ownership: 61.43% → 60.86% (-0.57%)
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
4% less funds holding
Funds holding: 73 → 70 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.64M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
+$7.38M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$7.3M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.33M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$21.6M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$14.6M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$14.5M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$6.1M |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$4.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| – | -$3.96K | -122 | Closed |
|
77
UBS Group
Zurich,
Switzerland
| – | -$3.6K | -111 | Closed |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| – | -$34 | -1 | -25% |
|
NTSX Hedge Fund Activity: Q1 2023 in Review
70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2023, worth a combined $458M — up 4.5% from $438M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NTSX and 7 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 29 added.
The largest buyer was OneDigital Investment Advisors, adding an estimated $9.64M. The largest seller was Rational Advisors, cutting an estimated $21.6M.
- 70 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2023, down from 73 in Q4 2022.
- Funds reported $458M of WisdomTree US Efficient Core Fund stock for Q1 2023, up 4.5% quarter-over-quarter.
- 7 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2023 and 8 closed out, a net change of -1 holder.
- The largest WisdomTree US Efficient Core Fund buyer in Q1 2023 was OneDigital Investment Advisors, an estimated $9.64M added.
- The largest WisdomTree US Efficient Core Fund seller in Q1 2023 was Rational Advisors, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2023.